How Do I Access My Leads?
This article provides insights and guidance on efficiently accessing and managing leads, enabling readers to enhance their lead generation strategies and maximize the potential of their sales efforts.
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Table of Contents
Accessing leads from the Website Washboard
From the user portal click on the Leads button in the top menu.
This will open a new tab
To learn more about using your CRM, click here.
Accessing your leads from the Optima Leads App:
The Dashboard screen appears as the default screen for users with an Agent CRM account in the Optima Leads app. The Lead Activity tab is the first tab at the top of the Dashboard screen.
*Please note - You can navigate to the Dashboard anytime by tapping the home icon in the bottom-left.
To learn more about the Optima Leads app, click here.