As a salesperson, all your leads must be viewed and acted on through the web platform. Please follow the tutorial below to get you started with your first lead.
1. Every time you receive a lead, you will get an email notification in your inbox. Tap the link in the email to access the web-platform. (see Fig1)
Fig1. New lead email
2. Log in using your User ID/Email and Password we provided in your welcome email. If you don't know your email and password - call us at (888) 850 7190.
3. Once you've logged in, you will see the lead details page with everything you need to know about the specific lead. Once you begin working on the lead be sure to change the status and add your comments below the photo so the lead generator knows you are acting on the lead. (see Fig2)
To learn more about progressing a lead through the sales cycle, click here.