In the My Leads section you can track any incoming, outgoing leads and Instant Referrals
- Click the Leads icon located in the bottom navigation menu
2. Click the My Leads icon located in the top right hand corner of the Leads page:
3. Under the Incoming tab, Instant Referrals can be identified by the icon.
4. To view more detail on, click on the Instant Referral you would like to view:
4. Complete details of the claimed referral will be displayed, allowing you to follow up with the prospective client: