Skip to main content

Putting a profile on your leads page

If you want a prospect or client to appear on your Leads page follow these steps.

  1. Go to the profile in question

  2. On the left hand side find and click the bullseye icon

  3. When the Icon turns green that means this person is on your leads list.

Taking a lead off your leads page

This can be done from the profile page or the leads page. From the profile page, just click the bullseye until it's no longer green. From the leads page, click the name of the lead and click the bullseye.