Open Leads is Now Clickable in Dashboard

Open Leads is Now Clickable in Dashboard

Step by Step Guide:

Step-by-Step Instructions for Open Leads Account in REsimpli.

1. Log in to your REsimpli account.
2. Navigate to the “Dashboard” page.
3. Notice the update made to the Open Leads account section.
4. Click on the number displayed in the Open Leads account section.
5. The system will display all of your open leads in your Lead Dashboard.
6. If you do not have any open leads, the system will display a message indicating that there are no open leads at the moment.
7. Review the open leads in your Lead Dashboard to determine the next steps for following up on each lead.
8. Use the Lead Dashboard to track the progress of each open lead and update its status as needed.
9. Take advantage of the updated Open Leads account section to quickly access all of your open leads in one place.