It is important to keep track and manage both your leads and your teams leads. Keep in mind the ability to easily search through all your leads all of their information to quickly find the right leads!

Lead Profile

Use the lead profile to keep track of each and every piece of information you need! If you would like to learn about what exactly makes up a lead's profile check out this article

Edit a Lead

Follow these simple steps on how to edit a lead's information. 

Smart Search

Need to find that one person you met quickly? Use our advanced search to find leads based off their basic information, lead status, contact information, and even notes!

 
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