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

  1. Make sure you are logged into the Market 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.