How to View Opportunity Details

The opportunity details page gives you a more in depth look at the consumer details, loan details, and property details of a specific lead.

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. At the top of the page, click on the name of the contact.
   • You are brought to a new lead details page.
5. In the middle of the page, click the Opportunity Details tab.
6. Click the down arrow to expand details.