IRIS CRM New UI Manage Leads


As part of the IRIS CRM UI redesign, we've updated how users can manage leads for a more streamlined process. All mange leads functionality has been combined under a single pop-up which can be accessed from the My Leads page for quick and easy access, as well as simplified training. 

Topical Chapters

0:00 - Introduction
0:24 - v1 Manage Leads
0:59 - v2 Updates
1:50 - My Leads Table View
2:42 - v2 Manage Leads
4:16 - Conclusion