Where Do I Find A Full List Of My Leads?

Find your Leads in the CRM with this easy to follow how-to

1 - Click lead management on the menu, looks like two people

1-Feb-17-2021-08-05-28-09-PM

2 - Select lead list

3 - This will open your full leads list

4 - To Edit the lead, click the pencil to the right of the contacts name

2-Feb-17-2021-08-05-39-41-PM

5 - Select which level they are in “new, contacted, trial set, trial attended, member, no longer interested, ex member”

6 - Click save student