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Audit Log

Managing a Reach Structure

Lead Routing Factors

How you can be notified

Types of Notifications

Adding Locations to Users

Tracking Lead Locations

Billable Tags

Special Tags

Creating Tags

Lead Map

The Lead Map will display a map of your leads. Showing you where leads are being generated and accepted.

Click on a marker to see the lead ID and who accepted that lead. Click the user’s name to view the user’s settings, or click the lead ID to view the lead details.





Map Filters

In the top right, there is the MAP FILTERS section. Click this to expand.

From here, you can specify which leads you would like to view based on Lead Status, Creation Date, and/or Accepting Agent.

The Filter Areas section will display your user’s geolocation

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