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How to access your lead database

Roxxane Spruyt avatar
Written by Roxxane Spruyt
Updated over 10 months ago

Accessing the Leads Module:

  • Start by opening the Leads Module from the explore bar on the left side of the page.

Navigating Tabs:

  • Head to the MY LEADS tab in the header.

Filtering Data:

  • Use the search bar and various toggles to filter your lead database according to specific criteria.

Opening Lead Information:

  • Click on the relevant lead from the filtered list to open its detailed information page.

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