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What is the Lead Preview feature?

Updated

Select the Lead ID to open a preview screen. Lead Preview allows users to manage all aspects of the lead. Quick action buttons to: Callback via another device, Call, SMS. Manage and qualify the call, View all call information, lead data, insights, activities, and timeline. Use LimePhone's 'Quick Action' buttons to call and message.

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What is the Lead Preview and what can I do with it? Preview each Lead with a detailed insight at an immediate glance. This allows you to multiple 'Quick Actions' depending on the Lead. Quick Actions include › Lead Qualification in the Preview Panel In the Preview Panel, you can update and qualify a Lead depending on the outcome of the conversation or data provided. ›