How to View Contact Product Panel Information

Note
This feature is permission-based. Please reach out to your Marketing Administration team for more information.

1. On the left navigation, click Leads & Contacts > Contacts. 
2. Use the search bar to quickly find your contact. 
   • Search by name, email, or phone number. 
3. Click the name of the contact.
4. Scroll down to Products to view product-related information.
5. (Optional) Click on the loan number to view detailed information. 
   • A new page appears. 
6. View your product details.