Leads 2.0 & Follow-ups

You can do everything you used to be able to do from the leads page with a cool added addition - Follow-ups! When you expand a lead there is now a place to select a follow-up date. We've provided some handy selections like 1 week & AEP but you can add a custom date as well. Your follow-ups will work similar to alerts - if you have text-messaging enabled you will also be notified via text when you have follow-ups scheduled for today.

Switching between open, cold, and closed leads is now done by the filter dropdown. You can also filter by a lot of other options as well. To help speed up performance your leads page will only display 25 leads at a time, allowing you to page through your leads as you see fit.