Overview
This article walks through printing Lead information in the Agent Interface. Agents have two options: detailed or simplified print.
Contents
Print Lead Information
1.) Click the CRM icon (white folder).
The CRM panel will open on the Leads tab to the left.
2.) Type your query into the Search bar:
- Lead's First Name (Must be exact spelling.)
- Lead's Last Name (Must be exact spelling.)
- Lead's Phone Number
- Lead ID
3.) Click the Lead to open the Lead Form.
4.) Click Print or Print Friendly in the More drop-down.
- Print: This selection prints all the fields and sections of the Lead form as they appear in the system.
- Print-friendly: This selection prints a simplified text-only version of the Lead form.
A window will open with a preview.
5.) Click Print.
Print Version:
Print Friendly Version:
Please sign in and vote to let us know if you found this article helpful!
👇