<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

The Leads Tab in the Pipeline section provides a comprehensive view of all leads, displaying crucial information and offering various actions to manage and interact with these leads.

The Leads Tab includes the following columns for each lead:

1. Borrower Name: The name of the borrower.

2. Source: The origin or source of the lead.

3. Assign To: The team member assigned to the lead.

4. Status: The current status of the lead.

5. Milestone: The current milestone in the lead's journey.

6. Tags: Any tags associated with the lead.

7. Borrower Email: The email address of the borrower.

8. Action: Options for actions that can be taken on the lead.

   

Features

1. View Options

• All Leads: View all leads in the pipeline.
• My Pipeline Leads: View only the leads assigned to the current user.

1. Download

• Export to PDF: Download the leads data as a PDF document for offline use or sharing.

1. Filters

   

• Allows you to search Leads by Borrower name, source, and assign to, etc.
• Offers options to manage and apply multiple filters.

1. Columns

• The popup lets you search for specific columns.

• Allows you to rearrange the order of the columns to customize the display.

  

1. Actions

• Send Emails: Send an email to the selected lead(s).

• Send SMS: Send an SMS to the selected lead(s).

• Send MMS: Send an MMS to the selected lead(s).

• Manage Tags: Add or remove tags for the selected lead(s).