Category - Administration

Auto Assign Groups

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.

391 views

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Web Form - Create & Configure

Web Form – Create & Configure

See how to create and configure a web form for your campaign.

507 views

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Duplicates - Settings

Duplicates – Settings

Configure global duplicate settings and user settings.

525 views

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Web Lead Configuration

Web Lead Configuration

Configure Web Lead’s to be added automatically from our partners.

895 views

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Campaign Settings - Lead List Default Columns

Campaign Settings – Lead List Default Columns

Configure which columns show by default on the Lead List.

760 views

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Configure Lead Sources

Configure Lead Sources

Configure the list of lead sources

831 views

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Campaign Settings - Questions

Campaign Settings – Questions

Configure the questions that you will be asking your leads. This allows for faster history entries.

784 views

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Campaign Settings - Privacy Settings

Campaign Settings – Privacy Settings

Configure a campaign that needs to only be seen by certain users.

588 views

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Campaign Settings - Script

Campaign Settings – Script

Configure a call script for your campaign that is displayed on the Lead Log.

624 views

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