Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A status is the disposition of a lead and where the lead currently stands within the loan process.

An activity is an action to be completed or that can be completed during the loan process.

...

You can view your leads categorized under your organization’s workflow statuses within the inFlow page. The number displayed on the right side is the count of leads currently within the specified status. Click the arrow on the left side to drop down/collapse the leads within the status. See the inFlow Overview article for more information.

<PREV l /wiki/spaces/INSPT/pages/891420686