Search For leads
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: Locate the Search Icon
- Click the magnifying glass located at the top of any page.
Step 3: 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.
When you receive a text message notification that a Lead Action has occurred searching for your lead is a fast way to get to your Lead's profile and start communicating.