ICON
COMMENT
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The Move Up and Move Down icons enable you to select the position of the portlets on the Dashboard.
Delete the corresponding lead or activity.
View and print the letter, postcard, envelope, or label associated with an activity.
Mark an activity as complete.
View and send the email associated with an activity.
Send and mark an email activity done.
Allows you to refresh your Prospect List.
Displays the prospect's property and contact information, and when the contact was created and last updated. In addition, details of the last time you communicated with each other are displayed, if applicable.
Click a contact's email address or web site to compose an email or display their web site. Click View Properties to display a list of the contact's properties from the Properties tab. Click View Contact to view the Contact Record.
Allows you to record the details of your conversations with prospects.
Enables you to remove or exclude a contact from the Prospect List.
Mark a lead as a favorite.
Assign an action plan to a lead.
Assign the lead to an agent (if you are part of a team or partnership account).
Create a presentation for a lead.