Getting to List
Leads List View
Filtering and Sorting
Searching for a Lead
To search for a specific lead then you can start typing in a word or part of a word in the search box in the upper right. It will instantly contrain the list down to only ones that match your search. Whatever you type can match to any column that you see in the list, such as name, agent, email address, etc.
The search is only within the filters you selected, so if you search for “na” and you have a filter of a Lead Type of “Buyer”, then you will find all records a column starts with “na” and they are a type of buyer.
To Edit the Lead
Another way to view the lead detail is by clicking on the Leads’ name.
To View the Resale Checklist
Deleting a Lead
Contacting a Lead
You can also click on the email address and you will be taken to a compose email screen to be able to send an email to the Lead.
For more information on how to send an email, click here.