Editing Leads

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Brokers can view, edit and follow up with their lead by clicking on the "View" icon.

1) Lead Details

The lead details are categorized into three categories:

1. About Leads

   
2. Leads Information

   
3. Leads Conversion

   

2) Admin Activities

1. This displays all admin activities done in relation to a particular lead.

2. Admin Activities include the following:

   • Activities - shows all notes, emails, calls and tasks.

     
   • Notes

     
   • Emails

     
   • Calls

     
   • Tasks

     
   • Info Updates - shows all activities done for this particular lead.

     

3) Custom Tags

1. There are two types of tags available:

   • Public Tags: These are commonly used tags that can be applied across all clients and leads, such as "High Risk Client" or "Algo Trader."

   • Private Tags: These are more specific tags that are relevant to a particular client or lead, such as "Bank Account Closed Recently" or "Partner of ABC Company."

2. Tagging leads provides brokers with a comprehensive understanding of their profiles at a glance.