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Clicking the underlined message will show you all of the unactioned leads with all of the key information you need.

Please note, you’ you have the option to see all leads, or lock down the leads so users only see leads relevant to their branch. View this article How to manage the leads that users can see/access in VIA to find out how to manage who sees what leads in VIA.

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Simply right click the lead from the list and select Action Lead. This will then mark the lead as actioned and record who actioned the lead within the lead report with a time/date stamp.

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  • Click Reports > Website Leads to search for website lead reports. You can filter the report to show specific information you need

  • Only Super User and Managers can access Website Lead reports

Related Articles:

How to manage the leads that users can see/access in VIA

Changing which email address your website leads go to