Working Leads

What information and actions can be taken on the main leads tab.

• Exporting Leads
• Leads Dashboard Overview
• Pipeline Stages Explained
• Lead Profile Overview
• Edit a Leads Information
• Add a Lead Manually
• Best Practices for Lead Response Management - MIT Study
• Video Chat Applications For Lead Video Chat
• Use the Map to Draw a Saved Search
• Edit or Create a Saved Search
• Symbols on The Platform
• Mass Actions on the Leads Dashboard
• Add Attachment to Lead Profile
• The Agent Launchpad
• Lead Sign In Alerts
• Troubleshooting: I Can't Find My Lead
• Reminders
• Delete a Saved Search