Left Navigation

• Create Lead – You can create lead by entering pertained information in the appropriate fields through creating the lead page. Click on “Create & New” button to save and continue creating new leads or Click on “Create” button to view lead information.
• All Leads – You can view all leads by clicking “All Leads”.
• Recently Created – Recently created leads will be displayed.
• By Queue – This menu expands to show a list of leads assigned to you, to your employees and to your teams.
• Directory – This menu expands to show all the leads. You can custom view the leads by selecting particular letter.
• To Follow Up –  This menu expands to show leads that are to be followed by you.
• By Status – This menu expands to show leads from different statuses.
• By Market – This menu expands to show leads from different markets.
• By Source – This menu expands to show leads from different sources.
• By Rank – You can view the leads by their priority.
• By Territory – This menu expands to show leads from different territories.
• My Views – The custom search of leads can be saved as views.
• Shared Views – The custom views shared by other employees to you.
• Quick Links – You can view the saved related links for quick reference.