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What Actions Can I Perform from Main Leads Page

By Sharad Mehta
4th Mar, 2023
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What Actions Can I Perform from Main Leads Page

To access the Leads – go to the left sidebar menu. Click Leads.

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Below are the actions that can be performed on the main Leads page:

1. Drag-and-Drop. The board can be transferred from one place to another. Example: from No Contact Made to Contact Made.

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2. Click the icons at the bottom to make a call, send a message, send an email, drip campaign, mark lead as hot lead or favorite. Other data can also be seen, such as

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  • a. Click Call icon to make a call to the buyer or seller..
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  • b. Click SMS icon to send a message to a buyer or seller.
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3. The last action taken with the Lead will be shown in the upper right corner of the lead. To see the details, click the Lead information.

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The activity log can be viewed once Lead information is clicked.

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