View Converted Leads

*Note: this is an add-on module. Request more information via our Client Change Request form.
 

 

1. Click Leads in the main menu to open the leads panel

 

 

2. Click the Converted tab

 

 

3. Use filters to refine list

 

4. Click the contacts or property  name to open the related lead or database record.

*Note: Once converted this cannot be reverted, you can manually archive the contact and delete the property enquiry.

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