📇Contacts
The Contacts tab will be a great place to search for leads and organize them to your liking. You can also access more information on any lead inside your LMS from here.
Inside the Contacts tab, your screen should look similar to the image below. All your leads will be here for you to search and organize.
You should be aware of some key features in this tab which will help organize and search for leads.
If you want to search for a specific lead, look for the bar with the words "Quick search" inside and click on it. You can type the name, number, or email of a lead from there to find it.
You can find the Contacts tab on the far right of the bottom of your screen.
Once inside that section, you should see all current leads in your LMS.
Tap a the lead, and it will open you to the individual contact screen.
If you want to search for that lead use the magnifying glass on the top right part of your screen. By clicking this icon, you will be brought to a search screen where you can easily find the lead.
If you have smart lists set up, you can access them by clicking on the list's name near the top of your screen. You can click on that name and it will open the list will all the leads in that category.
After you find the lead, click on it and it will open the individual contacts section. Find out more about this here!
If you want to learn more or prefer a video explaining to you how to search for a lead, watch the video below!
There are a lot of useful tools that you can use inside this section of your LMS. If you want to learn more about them, below are 3 tabs with some features that will help you organize and manage your leads effectively!
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