Index View

Index View allows you to quickly and easily view information about your families at a glance without having to click into each family.

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Contact Name (1), Last Updated Date (2), and Stage (3) are fields you can edit directly from the index view.

You can accept the lead, update the stage, and add notes through (4)

The Search Bar (5) allows you to search for a lead by the Contact Name

Filters (6) allows you to filter your search by phone number, email, resident name, stage, last activity date range, and date added

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