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Contact Summary - Lender

To access this page When you click the Contacts link in the left navigation and then locate a contact in the contact list or by using the search feature. In addition, throughout the site whenever you see a contact's name, you can click it to go to the contact details section (Fig. 7).

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Figure 7 Contact details section, Summary tab. To enlarge image, click thumbnail.

name of a contact anywhere in the
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Market
 
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Leader
Admin interface, they system displays the contact Summary. The Summary view contains detailed information about a contact. The following graphic shows an example of a contact summary. To enlarge the image, click the thumbnail.

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View Contact Summary

  1. Make sure you are logged into the
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    Market
     
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    Leader
    Admin interface.
  2. In the navigation list, click Contacts.
  3. To locate a contact, use the contact list or the Find Contact feature.

    To use the list, set the list filter, scroll, and use display controls to find a contact. To use the Find Contact feature, enter a name in the text box and click the Find Contact button.

  4. In the Contacts list view, click a contact name.

    The system opens a Summary view of the contact.