Edit and Managing your Lead
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
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
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
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
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