Lead Table
The Lead Command Center is your primary view when logging into your Great Agent CRM. You can see an overview of all of your leads, filtered by their lead st...
Wed, May 2, 2018 at 2:09 PM
You can perform several mass actions directly from the lead command center. To do so, you first want to select one or more leads. This can be done by: C...
Mon, Apr 30, 2018 at 10:18 AM
Lead Filtering is now managed either from the the individual column on the lead table, or using the Advanced link next to the search bar (which opens a moda...
Mon, Dec 18, 2017 at 2:09 PM
To find a specific lead in the CRM, you can search by their name, email or phone number. Up to 10 leads which match the your search critiera will be display...
Tue, Dec 19, 2017 at 11:37 AM
Saved Views are the easiest way to create dynamic lists of leads based on how you manage your book of business. Creating a Saved View To create...
Thu, Jan 4, 2018 at 8:24 AM
Did your receive a message within the CRM that activity (e.g. a mass text message) had been queued? When performing an activity that impacts multiple leads,...
Fri, Apr 27, 2018 at 12:30 PM