The Lead Pipeline - Agent Dashboard
The lead detail page is where the heart of the data for the lead is contained and management of the lead. The available fields are customized at the time of system set up and are all displayed and editable on this page. The lead detail page can be set up as a dashboard and display other individual sections that contain lists of data about the specific lead. The optional sections available are lead notes, projects tasks, and online documents just like in the admin section above or can be altered to give access to limited set of data depending on the desire of the administrator.
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