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How to view a lead

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

Accessing the Leads Module:

  • Open the Leads Module from the explore bar on the left side of the page.

Navigating Tabs:

  • Navigate to the MY LEADS tab in the header.

  • Utilize the search bar and toggles for efficient data filtering.

Opening Lead Information:

  • Click on the relevant lead to open its information page.

Reviewing Lead Details:

  • Once on the lead information page, you can review all details related to the lead.

  • Use the blue buttons for additional actions or edits if needed..

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