Where Can I See All the Leads from the Same Client

  1. On the "Main Contact" page, click the name of the Client
  2. It will open the Client's "Personal Profile Page"
  3. From here click on the "Leads" tab

The "Leads" tab in every Contact's personal page is a tabular tracker for all the properties that the particular Client has sent a lead for. 

You can see details as the "Source" of the leads, the "Status", when was the lead "Created", who was assigned the lead, the lead's "MLS Number", and the lead's "Zip Code"

For leads, you can request more details by clicking on the "Details" icon on the left of each lead. A new window will open displaying the email.

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