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Find clients based on Client Lead

Last Updated: Feb 01, 2018 10:13AM NZDT

You can now search for a client based on how close you are to closing a sale with them (Client Lead).

Step 1:
Click the drop down menu ‘Filter By’ to the left of the search box > Select ‘Client Lead’

Step 2:
Another drop down menu will appear > Click it > Choose from A Hot, B Warm, or C Cold

Step 3:
If you select A Hot, all the clients classified as A Hot will immediately appear in results. To search within A Hot clients, type a location or other known client details into the search box (the example searches for A Hot clients in Auckland).


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