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.
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.
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.
6. Navigate filtered leads using the left and right arrows. Click the icon to make a call or send an SMS.
7. To go back to the filtered Lead page, click on the Leads, the system will direct to the main lead page.
END.
