Leads > Leads> New Filter
To review your team's Follow-Up and In-Process leads navigate to Leads > Leads> New Filter
1. Set your date range
2. Click on the multi-select mode option to enable the choice of multiple criteria within a category. Since a review of notes is an important step, the “Show First Note/Email” option is the default. You can choose to click this off and refresh the page to see more ELM lead data at a glance.
3. Under Lead Status choose Follow Up and In Process leads.
4. Use the default “Originating Agent” and All for “Selected Agent” unless you choose to focus on a specific agent or group. *Note: as a best practice, a separate search for Auto-Completes under “Lead Status” should also be done on a regular basis.
5. Click Get Data