Save and work leads

Plan: Daily County Intelligence · For: Businesses · Time: 2 min read

Saved Leads keeps the notices you want to follow up on, so they don't scroll out of your daily list.

Save a lead

1. On Estate Opportunities or in Family Explorer, select Save Lead on the notice.
2. The lead appears on Saved Leads.

Work your saved leads

1. In the sidebar, select Saved Leads.
2. Filter the list with All leads (callout 1). Check Include closed to show leads you've closed (callout 2).
3. Select a lead to open its opportunity dossier on the right (callout 4).
4. No leads yet? Select View opportunities to find some (callout 3).

Related

• Work your Estate Opportunities
• Family Explorer and related family members