In this video
Start a conversation with context. This video shows how to find a lead, review its details, and identify information you still need from the client. You’ll also see where to find the contact options associated with a secured opportunity.
What you’ll learn
- Search Leads and open the matching record.
- Review Details, Questionnaire, Documents and Jobs.
- Find contact options for a secured opportunity.
Put it to work
An unanswered questionnaire is a gap to discuss with the client. Review the available information before you call, message or email.