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Lead Cards

What are Lead Cards?

Updated over 5 years ago

If you prefer to view you Leads in card format, click on this little icon:

It will change to the Card icon:

And then you can view, sort, and filter your Leads in card format.

If you click on a Leads name, you can see and edit information about them.
Please click on the button below to read more:

And then you can view, sort, and filter your Leads in list format.

This is a close up of a Lead Card:

At a glance you get an overview of the most important info such as their name, what their opportunity value is, if they have been contacted or not.

If you click on a Lead card, you can see and edit information about them.
Please click on the button below to read more:

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