This shows you the differences between two versions of the page.
Both sides previous revision Previous revision | Next revision Both sides next revision | ||
lead [2019/02/15 22:00] brittany |
lead [2019/06/12 20:42] brittany |
||
---|---|---|---|
Line 7: | Line 7: | ||
The search starts at page 1, and you can change pages by selecting from the **//Go to page//** [2] dropdown. | The search starts at page 1, and you can change pages by selecting from the **//Go to page//** [2] dropdown. | ||
- | Initially, the leads are sorted by **//Start Date//** [3] in descending order (most recent first). The sort criteria can be changed by clicking on any of the other column headings, and the sort order can be changed by clicking a column header a second time. | + | To download a csv of your leads, click the **//CSV//** [3] button and it will prompt you to make a decision of checking certain leads or downloading all of your leads. |
- | The **//Delete//** [4] button will show for admins and any agent who has permission to delete leads. To delete a lead, you would check the box to the right of the lead and press delete. | + | To update more than one lead at a time, whether it's changing the Type, Tags, etc, you can do it here [4]. |
- | To download a csv of your leads, click the **//CSV//** [5] button and it will prompt you to make a decision of checking certain leads or downloading all of your leads. | + | The **//Assign//** [5] button will bulk assign the checked leads to a specified agent/lender. |
- | The **//Assign//** [6] button will bulk assign the checked leads to a specified agent/lender. | ||
- | To use the **//Drips//** [7] and **//eBlast//** [8] buttons, you will need to activate the email drip feature. | + | To use the **//Workflows - Drips//** [6] and **//eBlast//** [7] buttons, you will need to activate the email drip feature. |
+ | |||
+ | The **//Delete//** [8] button will show for admins and any agent who has permission to delete leads. To delete a lead, you would check the box to the right of the lead and press delete. | ||
To create a new lead manually, click the **//New//** [9] button. | To create a new lead manually, click the **//New//** [9] button. | ||
+ | |||
+ | Initially, the leads are sorted by **//Start Date//** [10] in descending order (most recent first). The sort criteria can be changed by clicking on any of the other column headings, and the sort order can be changed by clicking a column header a second time. | ||
{{:leads-nav1.png?900|}} | {{:leads-nav1.png?900|}} |