My Leads Summary


The “Detailed Lead Reports” module, which is the centerpiece of the Lead Management System, enables clients to review, edit and supplement individual leads that have been entered into the Lead Management System.   

Users will be greeted with a “My Leads” summary of the latest leads entered into the system

First, define the date range from which to return the list of leads.  You’ll be presented with the list of leads meeting those criteria.

For prospect-level details, click on the individual leads (but not the icons in the “Tools” column) to open the Lead Management Tool.  There, you’ll have the most frequently-used fields that your sales team will use to keep track of the individual sales lead.


Important Related Articles


Have more questions? Submit a request

Ask here, we will answer ASAP.

We prioritize answering community questions over individual support tickets.

Powered by Zendesk