Jan 13, 2024
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The Leads main menu displays a list of all the leads in your system.
You can use the filter fieldsĀ to filter by the status of the lead, and who owns the lead in your Ventures system. You can search for a lead using the search bar. Click on the name of the lead to access the page for the lead.
This pageĀ is also where you add new leads. Click here for the article covering how to add a lead.