- Once you're on the Referral Radar, click on the lead you want to take on by clicking a lead on your map or by clicking on a lead from the Referral Radar list.
Once you click a lead, a pop up will come up with a brief description of the information regarding the lead. Don't want it, just click "Pass", want to take it on and obtain additional information, click "I want it!".
After you've decided to take on a lead, just follow the steps. Next, click "Take it"
Once you've taken the lead, it will be added to your Opportunity Manager and a small blue pop up will display on your screen, on the bottom left of your screen. Click "View in My Opportunities" to obtain all the details of the lead.
Finally, the lead's information will display, as a pop up, on your "My Opportunities" screen. Review the information and get started working on the lead!
Modified on: Mon, 14 Jan, 2019 at 2:31 PM
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