- On your homepage, the “Leads” box under Contact Manager allows you quick access to your leads.
- Click the blue number next to “Added in Last 30 Days” to see your recently added Leads.
- Click the blue number next to “Transferred in Last 30 Days” to be shown a list of any name transferred to an agent in the last 30 days.
- Click the blue number next to “Total” to see the total number of leads you have in your system.
See the AMS Training Manual for more information: p. 4