Classic - Find Prospects & Create New Leads
- Rebecca Kornblum
Analytics
Description
The Find Prospects & Create New Leads section enables you to search for prospects and create new leads.
Find Prospects
A Prospect Search can be initiated by searching with:
Ref ID
Last Name
Mobile Phone
Campaign
When you click the magnifying glass next to a search criteria field, the Prospect Search Result popup opens with the search results.
Filter Type of Each Column in the Prospect Search Result Popup | |
|---|---|
Column Name | Column Filter Type |
Lead | Multi+search |
Phone | Multi+search |
Post Date | Date |
Campaign Name | Multi+search |
Mobile Phone | Multi+search |
Work Phone | Multi+search |
Home Phone | Multi+search |
Multi+search | |
Property State | Multi+search |
Mailing State | Multi+search |
Ref # | Multi+search |
LOS Loan # | Multi+search |
Primary | Multi+search |
Agents | Multi+search |
Status | Multi+search |
Find New Leads
Create an Application
An application can be created directly without creating a prospect. The application is assigned to the user who created it. The required fields for creating a new application are:
First Name
Last Name
Campaign
Mobile Phone Number
Assign a Lead
Select a team member from the Assign as Primary Agent dropdown list to assign the lead to someone else. This defaults to the user who is logged in. You will only see other team members you have permission to view per their Peer View Permissions.