CRM Leads Page
Looking for a specific section? Use the table of contents below to jump straight to it! * The Overview Page * Notes & Tasks * Utilities * History When you add a lead, or click on a lead from the Leads menu, the lead’s overview page will load. It allows you to update information for the lead. You will see a menu …
Referral Sources
You can track Referral Sources within Ventures and report against them at a later date. * Within a loan click on Partner Contacts * Scroll down to the Referral Sources section * Select your Contact from the drop-down and/or create one * Select the Type from the drop-down. NOTE: Your Site Administrator…
