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

 

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2. Click the Converted tab

 

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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.