Contact Summary - Lender
When you click the name of a contact anywhere in the Market 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.
View Contact Summary
- Make sure you are logged into the Market Leader Admin interface.
- In the navigation list, click Contacts.
- 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.
- In the Contacts list view, click a contact name.
The system opens a Summary view of the contact.