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Assigning Leads & Collaboration
Agent to Agent Lead Collaboration
Lender and Agent Lead Collaboration
Lead Category & Privacy
Lead Ownership
Lead Pond
Partial Lead Door Knock Feature
Partial Leads
Lead Distribution
Assigning Leads to Custom Roles
Assignment Group
Duplicate Leads + Merging Duplicates
Enterprise Lead Routing
In-Depth: Round Robin & Next Up
Lead Import & Export
Lead Export
Lead Import (via CSV/Spreadsheet)
Lead Import (via Google Contacts)
Lead Import (via Lofty App)
Organize Leads
Custom Fields
Lead Organization with Filters
Lead Organization with Pipeline Stages
Lead Organization with Segments
Lead Organization with Sources
People List & Detail Page Overview
Add a Lead
How to Delete/Erase Leads
How to Manage the Family Members of a Lead
Lead Phone Number Validity
Lead Profile Page
