Viewing Lead Interaction Details


NOTE: To access Leads Details, click on a Lead Interaction row on the LEADS module

  • In the Leads Details view, you can now click to easily navigate to the PREVIOUS or NEXT lead. This is perfect for viewing and editing contact information and qualifiers (Topics & Follow-Ups) on a lead-by-lead basis. 



When you are done, simply click BACK TO LEAD LIST and you will be taken to your filtered Leads list.