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.
HINT:
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.