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

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

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

2. 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.

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3. 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.

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4. Search results will be displayed. Click List View to see the list of Leads.
5. Click the name of the lead. The Lead’s main page will open.

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

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

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