Lead cards contain high level information about the lead so you can quickly get key information without leaving the lead list. However, to make activity updates or view greater detail you will need to open the lead card by clicking on the lead name, often the business DBA name.

In the open lead card view you can delete the lead, edit the lead form details, access activity tools, and documents uploaded.

View a chronological list of updates made to the lead and the option to permanently delete the lead. Select Add Activity to open a window to update notes, statuses and a follow up date.

Each lead status is assigned one of three flags. Active, Approved, or Lost. Each flag helps you manage your lead list more effectively while keeping leads in the system. For example; assigning a status in the lost category means the lead's data will remain in the system but you can set your lead list status filter to only show active open leads allowing you to prioritize active open leads without having lost leads cluttering up your pipeline. Then if a lost lead becomes active again you can locate it in your lost list, apply an active status and it will be visible in your active open lead list again.

Notes are pretty self explanatory and it is important to be as detailed as possible, your future self will thank you.

To set a Follow-up time click into the field and a calendar will pop up. Locate the date of the follow up and then set a time below the calendar, change the AM to PM or vice versa by simply clicking on AM or PM. Once set click SAVE to complete the activity update. Take notice the activity log is updated with your note, status and follow-up time.

Upload and store important files pertaining to your sales process or to the underwriting process.

Select the Upload button to open the upload window. You can click the window to open a file directory search and select a file or you can click and drag a file to the window from a folder. Once the file is added you will see it is listed at the bottom of the upload window. To complete the upload click the Upload button. When the file is successfully uploaded you will see it in a list in your documents tab. Once it is in the list you can click on the document to download it or it will open in your browser if your browser has a plugin that will allow you to view it. You also have the option to delete the file by clicking the trash can button to the right of the file and confirming the deletion via the overlay window.