Skip to main content
Skip table of contents

How to Manage Your Scanned Leads 如何管理您已掃描的名單

Manage your scanned leads by editing responses to custom questions

可編輯自訂問題的回覆內容

Untitled design (31).png
Untitled design (32).png

In the Lead CRM, tap “Launch” to manage your leads.

在客戶名單管理中,點擊「啟動」以管理您的名單。

Untitled design (30).png
Untitled design (29).png

Tap the lead you would like to edit.
選擇您想要編輯的名單。

Untitled design (23).png

Untitled design (21).png

Tap the column to enter notes. When finished, tap “Save” or “Save & Close”

點選欄位輸入備註,完成後點擊 [儲存] 或 [儲存並關閉]

Untitled design (26).png
Untitled design (24).png

To remove a lead, tap the down arrow and select Remove.
若需刪除名單,請點擊下拉箭頭並選擇 刪除

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.