Edit and Managing your Lead

How To - Progress a Lead (MobileLeads)
You can progress a Lead through the Steps Tab.  Instructions to Progress a Lead by Completing Steps  Step 1: Navigate to the Steps Tab  Access the...
Mon, 30 May, 2022 at 12:15 PM
How To - Edit a Lead (MobileLeads)
See creating a Lead article : How To - Create a New Lead Instructions to Edit a Lead  Step 1: Navigate to Edit the Lead Access the Lead to be edited....
Fri, 20 May, 2022 at 9:37 AM
How To - Sending a message on MobileLeads
You are now able to send messages using the new messaging tool in MobileLeads.  The messaging format in MobileLeads shares the identical functionality a...
Mon, 5 Sep, 2022 at 10:02 AM
Info - Lead Score (MobileLeads)
A Lead Score is a feature available on MobileLeads, that allows you to view and track the hotness of a Lead.  The Lead score can be adjusted based on the a...
Wed, 9 Apr, 2025 at 9:35 AM
How To - Add & View Reminders (MobileLeads)
Reminders are essential in ensuring you are made aware of important dates and upcoming meetings.   Instructions to Add & View Reminders  Adding ...
Fri, 20 May, 2022 at 9:40 AM