SI Lead Manager v7

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Lead Selection Window

In certain areas of SI Lead Manager you will be asked to select a lead.  The Lead Selection Window will then be displayed.

What’s Below

Legend 

Lead_Selection_Legend

 

How To

Step #1: Select Field To Search

The very first thing you will do is to select the field you will search within.  This is a drop down style selection.

Lead_Selection_Field

Search Field Options

Name: Full lead name

Property Address:  Street address of the property

Property City:  City where the property is located

Owner Address:  Street address of the owner (Mailing Address)

Owner City:  City where the owner is located (Mailing City)

 

Step #2:  Enter Search Value

The next step is to enter the value you wish to search for within the selected field.

Lead_Selection_Value

After you have entered the value, press Enter on your keyboard or click Search

Lead_Selection_Criteria

You may also narrow down the search by entering in another value into the Search Value field and adding it to the search criteria…

Lead_Selection_Value_N

Then Pressing Enter or Clicking Search

Lead_Selection_Criteria_2

To Remove and start the search over again, press Remove

Lead_Selection_Remove

Step #3:  View The Search Results

Now it’s time to look at the results…

Lead_Selection_Results_2

 

Step #4:  Select The Lead

Click on the lead you want and press the Select button to make your choice.

Lead_Selection_Select

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