New Lead Summary Panel

The New “Lead Summary” panel is now in place (go to Leads > Lead Summary). This is a significant update on the old view. The clean modern layout helps you quickly focus in on meaningful information.

In summary, this new view helps you to quickly see

  • the next follow up and last interaction with the lead
  • how leads are engaging with MLS data in your website
  • the communications coming in from (and going to) your leads including emails, calls, inquiries – and notes
  • a summary of Property Alerts and Drip Campaigns.

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