• Lead Intake Lead for Loan Officers - Simulation

• Creating Lead Sources (leads) - Simulation

• Lead Status Change - Simulation

• Creating Lead Sources for End Users - Simulation

• Editing a Lead Source - Simulation

• Creating Organization- Wide Lead Sources for Admins - Simulation

• Building a Lead Distribution Workflow on User Qualification - Simulation

• Building Lead Distribution on User Availability - Simulation

• Setting up Simultaneous Lead Distribution - Simulation

• Lead Management Feature Overview - Simulation

• Create Lead Sources (Contacts) End User - Simulation

• Transfer Loans and Contacts - Simulation

• Email Disclaimers in Email Builder - Simulation

• Advanced Lead Management Contact Ownership - Simulation