The Contacts Landing Screen

The Contacts Landing screen is the top-level screen for quickly accessing contact, lead, and referral information.

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select the Contacts icon.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Adding a Contact Finding a Contact Creating a Contact Report
Leads	About the Sales Pipeline
Referrals	Adding a Referral View Referrals Creating a Referral Report

SPECIAL INFORMATION ON THIS SCREEN
FEATURE	DESCRIPTION
Contacts Portlet	View Key Stats: Total# of Contacts, # New This Month, # New Last Month, # New Last 3 Months. View Top Contact Types (top 5 types, ranked by total number of contacts in system) Go directly to the last three contacts you viewed by clicking on their respective links.
Sales Pipeline Portlet	View Key Stats: # New Leads for Today, # New Leads for Month, # Buyer Leads, # Seller Leads, # Buyer and Seller Leads, Total Sales To Date (for Year). View Top Sources: Top 5 sources, ranked by number of leads received.
Referrals Portlet	View Key Stats: Total # of Referrals (This Month), Referral Sent, Fees Received, Referrals Received, Fees Pad, # Referrals (This Year), Total Referral Income. View Top 5 Sources: Top 5 sources of referrals, ranked by income received.