You can manage individual leads from the Leads Table accessible through the
”Leads” tab in the Deal Toolkit.
To Edit a lead simply click on the name and a popup menu will appear on the
right-hand side of your screen.
Please keep in mind to ALWAYS click save when editing leads.
Here you can adjust Name, Company, Job Title, Phone Numbers, and Email. You
can also review Notes in chronological order, Activity Timelines, Downloaded
Documents, and upload Redlined CA's.
The Status, Access Tier, Pass Reasons, and Capitalization Probability will
automatically adjust based on deal interaction. However, you can also manually
adjust the fields at any time.
Assign Owners of the lead by adjusting the Owners field.
Archiving a lead will “Delete” the lead from your deal.
Manage Deal Room Access will allow you to grant or rescind confidential access
for individual leads. You can also use this button to generate a personalized
deal room link.
Take Notes associated with leads by clicking on the notes section.
Notes can be assigned to individual teams as you take them or retroactively.
If you do not fill out the Taken at section, your note will default to the
date and time that it is created (edited).
