Searching for a lead on Vision mobile is really easy
Step 1: - Log-in to Vision on your Mobile Device
- You will automatically be directed to the Mobile Vision when you ever try to access it on a Mobile Device
Step 2: - Search for your Lead
- Click the magnifying glass located at the top of any page.
- Enter your Lead's Name*
- In the search box, start typing a name. You’ll notice that it starts suggesting once you have a few letters in there.
- Once you see the lead you’re looking for, just click the name and you’re headed straight to that leads profile.
Step 3: - Edit your Lead
Now you’re on the profile,
- At the top you’ll see the edit button. Click that.
- Here all you have to do is type in the information that you know, and…..
- once you’re done… just hit save. Pretty simple right?
You can update the leads name, their email address, their home address, and the leads telephone number.