Viewing leads/prospects

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By Chris Langille

updated about 2 years ago

Start by clicking on the Prospects tab on the dashboard navigation bar.

That will display all prospects currently in your account. You can then hover over the row of the prospect you wish to inspect and click. 

You'll be able to see all the information collected on that particular prospect on the right side of the screen.

  • Name
  • Email
  • Phone #
  • Campaign which the prospect arrived through
  • Status
  • Tags
  • Reminders
  • and Notes

On the left and center portion of the screen you will be able to see all conversations with the prospect and be able to reply via Email and/or Text.

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