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Where Can You Find a Lead Record in Your Dealer System (3 Places)
Where Can You Find a Lead Record in Your Dealer System (3 Places)

Get help locating lead records in your dealer system!

Ken Lane avatar
Written by Ken Lane
Updated over a week ago

Within your system, there are three places where you can locate a Lead record: the Lead Inbox, an associated Communications tab, and a Deal's source.

1. The Lead Inbox is perhaps the easiest way to filter your search to quickly find a lead record.

2. The second place to find a particular lead record is via the Communication section of a Prospect or Contact record. This is because a lead record is a form of communication that is automatically logged by your system.

3. And lastly, if a Deal was generated from a lead record, it will be captured as the source of the Deal.

And it's just that easy. If you require additional help, you can reach out to support@mlsinc.com for assistance.

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