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Filter Type of Each Column
Column Name | Column Filter Type |
|---|---|
Lead | Multi+search |
Request Date | Date+time |
Phone | Multi+search |
Status | Multi+search |
Loan Type | Multi+search |
Primary | Multi+search |
Last Activity | Date+time |
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Create a New Manager Review
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While a Manager Review cannot be deleted, it can be removed from the Manager Review section by approving the review. Any agent within the organization can approve a Manager Review. A green popup notification is displayed when the Manager Review is approved. Approving a Manager Review does not remove the note added in the Manager Review from the Notes section of the lead.
