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If a prospect is found, the agent can “Take” the lead. The phone number of the caller is automatically added to the newly created lead.
If no prospect is found, the agent can select Create New Lead to create a new lead that includes the borrower’s phone number and is assigned to the agent.
If a Prospect Search ResultsResult window or Direct Mail modal is open and a new call comes in, they will close in order to receive the new call.
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