Beta 5 Tutorial #3: Editing Lead Information

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Tutorial #3: Editing Lead Information

It is easy to search for and edit a lead.  You can search for a lead 11 different ways…

  • Name (first or last)
  • Property Address
  • Property City
  • Property State
  • Property Zip
  • Owner Address
  • Owner City
  • Owner State
  • Owner Zip
  • Phone Number
  • Email Address

To view a lead’s detailed information, simple click on their name on the grid and it will take you to their card.  This video will walk you through the process as well as create some notes and even a schedule a task to make an offer.

Video Tutorial

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