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How to View Lead Detail Information

  1. On the left navigation, click Leads & Contacts > Lead Management > Leads.
  2. Use the search bar to quickly find your contact(s). 
    • Search by name, email, or phone number.
  3. Click on the name of the contact. 
    • A slide out page appears.
  4. Click the down arrow to expand the lead details. 


 

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