Auto Assign Groups
Auto Assign Groups allow you have your web leads and web form leads automatically assigned to your users in a round robin format.
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Loading ... Web Form – Create & Configure
See how to create and configure a web form for your campaign.
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(No Ratings Yet) Loading ... Duplicates – Merge Leads Together
View potential duplicates and merge two leads into one.
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(No Ratings Yet) Loading ... Duplicates – Settings
Configure global duplicate settings and user settings.
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(No Ratings Yet) Loading ... Recycle Bin
Move a lead into the recycle bin.
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(No Ratings Yet) Loading ... Web Lead Configuration
Configure Web Lead’s to be added automatically from our partners.
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(No Ratings Yet) Loading ... Campaign Settings – Lead List Default Columns
Configure which columns show by default on the Lead List.
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(No Ratings Yet) Loading ... Configure Lead Sources
Configure the list of lead sources
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(No Ratings Yet) Loading ... Lead Quick Look
See minimal history, opportunities, and upcoming appointments from the Lead List.
708 views
(2 votes, average: 4.50 out of 5) Loading ...
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