Leads Screens

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