1. On your homepage, the “Leads” box under Contact Manager allows you quick access to your leads.
  2. Click the blue number next to “Added in Last 30 Days” to see your recently added Leads. 
  3. Click the blue number next to “Transferred in Last 30 Days” to be shown a list of any name transferred to an agent in the last 30 days.
  4. Click the blue number next to “Total” to see the total number of leads you have in your system.


See the CRB Training Manual for more information: p. 4

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=8