For clients with Lead Recipient Licenses
The Lead Recipients list displays all activated lead recipient contact records. The lead recipient accounts must be added in the Administration module to appear on the Lead Recipients list. To learn more about adding lead recipients, see the AmpliFund Administration Guide.
The Lead Recipients list shows the Organization, Primary Email Address, Primary Phone Number, and Status columns by default. There are no other columns available. Each of these columns may be shown, hidden, sorted, or filtered. See the AmpliFund User Interface Navigation Guide to learn more about sorting and filtering list views.
- Open Contacts>Lead Recipients.
- Click an organization name.
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