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Maximizer, Search All Leads, Quality Control
8 articles in this collection
Written by
Gabriel Buck
and
Chris Arenas
Lead Maximizer Screen
How to Utilize Lead Maximizer
Use the Maximizer to check deliveries, see leads sold and revenue from lead sales
Written by
Gabriel Buck
Updated over a week ago
How to Send a Lead Manually in Maximizer
Sending leads manually from time to time when automation does not find a client.
Written by
Gabriel Buck
Updated over a week ago
Quality Control Screen
How to Use Quality Control to Verify Leads for Quality Improvement
Use the quality control screen to verify and score leads prior to sending to clients
Written by
Gabriel Buck
Updated over a week ago
Client Distribution Screen
How to Use Client Distribution Screen
Use client distribution screen to track leads delivered to each client
Written by
Gabriel Buck
Updated over a week ago
Search Leads Screen
How to Send a Lead in Search Leads Screen
Send a lead manually with the "Find Client" feature
Written by
Gabriel Buck
Updated over a week ago
How to Export Leads from the Search Screen
Written by
Chris Arenas
Updated over a week ago
How to Edit Columns in Search Screen
Make your search lead screen just the way you like it with the ability to customize this screen
Written by
Gabriel Buck
Updated over a week ago
How to Send Leads Manually from Quality Control
Use quality control bin to verify leads before sending to clients
Written by
Gabriel Buck
Updated over a week ago