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Leads Management/Overview

  • The "Leads" section of the Leads Module is where all your leads should be managed.

  • Web leads automatically get stored in this section.

The main Leads Module consists of two top-level sections:

  1. Leads
  2. Referrals

The Leads Module also consists of three sub-sections (For Admin Users)

  • New Web Leads
  • Office Leads
  • Registered Website Users

And two sub-sections for Standard Users:

  • My Leads
  • Registered Website Users

Leads Details 1