This feature can easily be accessed under Contacts > All Leads. You'll be able to get a quick yet comprehensive overview of your connections on this page, allowing you to stay on top of everything. Basic lead information, meeting notes (if any), the lead's creation date, and the last contact date are all easily available. On top of all of those features, this page now includes home search functionality. For each contact, you can see how many home alerts were sent, how many properties were visited, and how many houses were saved as favorites. We were also able to find a way to add lead label management on this page. Depending on your needs, you'll find a variety of options to filter and sort your contacts on this page.

Another useful feature on this page is that you can expand the conversation made with the lead without navigating away from where you're currently.




If you have any questions, email us at support@fieldnotes.ai