Viewing/Editing a Lead/Prospect

To view a new lead/prospect in JobReady Active, click on Leads/Prospects in the Navigation menu, then select Leads/Prospects.

This list will default to filter Leads/Prospects assigned to you that are in an Active status.

Click on the Lead ID to open and view the lead.

Click on Edit to change the Lead, and then click Update Lead at the bottom of the page.

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