All of your contacts can be stored in the TRIBUS IDX/CRM Lead Manager, whether they be future prospects, current leads, or former clients. We've made it easy to access and view all of your leads, right from the back-end of your website. No need to log in to a different system!
Below is the default view of the TRIBUS Lead Manager. Think of it as an inbox for all of your leads. Leads are displayed twenty-five per page.
All of the columns in the header are clickable to sort by that column. Clicking the lead's name will take you to the Lead Activity page. Clicking the will open your device's email program to allow you to send an email to the lead. Clicking the phone number will launch a call.
The checkboxes to the left of the lead names allow you to perform one of three functions: Delete, Reassign, or Export. Please note, only admins and super users may reassign leads; some clients also require admins to delete leads.