We’ve made searching for leads simple inside of Vision.

Step 1: - Locate the search bar

Step 2: - Enter your Lead's information

  • Names
  • Lead numbers to find a specific lead. (Anonymous 7056320)
  • The system will auto suggest the closest matches as you're typing.

Step 3: Select the lead

  • Once you find the lead you're looking for, just click the name it will take you directly to their profile.
HINT:
-If you're looking for an anonymous user in Vision, it’s probably the quickest just to type in the numbers that follow their username.
-If you’re looking for leads that you know like, let's say Cindy Homebuyer, you can just type in her entire name - or even a portion of it