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How Do I Navigate To Next Lead Without Going Back To Main Leads Page

UPDATED October 26, 2024 | 2 MIN READ
Sharad Mehta
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Sharad Mehta
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How Do I Navigate To Next Lead Without Going Back To Main Leads Page

Go to the left sidebar menu. Click Leads→ Active Leads.

To navigate per Lead, click on a Lead and click on the arrow in the upper right corner, right arrow to go to the next lead, or left arrow to back to the previous lead.

click right arrow

To view a group of Leads, filter Leads depending on the needed information.
Example: Leads acquired in the last two weeks, filter Leads by date. Click on the Filter Leads button.

filter leads

Search results will be displayed. Click List View to see the list of Leads.

Click the name of the lead. The Lead’s main page will open.

lead names

Navigate filtered leads using the left and right arrows. Click the icon to make a call or send an SMS.

right arrow

To go back to the filtered Lead page, click on the Leads, the system will direct to the main lead page.

mean leads

END.

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