2. Leads (Home) Tab
The Leads tab will bring you to the homescreen of the CRM system. Find out all you need to know about the homescreen by checking out this section.
- Leads Alert
- Understand Your Dashboard
- Understand Your Dashboard - How to Create a Lead
- Understand Your Dashboard - Filters Explained
- Understanding Dashboard - Mass Actions - Labels
- Understanding Dashboard - User Preferences - SSL
- Understanding Dashboard- User Preferences - Enabling Phone Validation
- How to reassign leads to a different agent
- How to Restore a Lead
- How to Login To The CRM
- Understanding the Home Screen
- How to See Which Leads Have Recently Been Active
- How to Delete a Lead
- How to do a Client Quick Search
- How Can I See Which Leads Are on a Prospect / Listing Search Campaign?
- How to Search for Leads
- Apply Saved Filter - How To Create A Filter Search Template
- How to Create a Support Ticket