This procedure outlines the steps to access and manage leads within the PROFITADVISOR™ platform. It ensures consistent handling of lead information and client communications.
Go to app.path2profit.ai
01 Access Recent Leads Section
There are two ways to manage a lead.
02 Access Recent Leads Section
First is from the dashboard, you can click all needs here.
03 View Lead Performance Metrics
And that will take you to the my leads screen.
04 Open Leads Page
Another way is from the dashboard. You just click the leads button here on the left side.
05 View Lead Performance Metrics
So, in the mileage page, you will see here at the top, your lead stats.
06 Select Specific Lead
It and to view or manage a lead just select delete name.
07 Open Full Lead Details
Here just click View Full Details.
08 Manage Lead Actions
And in the lead profile, you will see Client Actions which will give you options on how you would like to manage your lead.
