Category - Administration

Audit Log

Audit Log

Find who did what and when in Blitz

499 views

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Lead Log Quick Adds

Lead Log Quick Adds

Configuring the “Lead Log Quick Adds” that are used when adding lead history.

509 views

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Company Email Settings

Company Email Settings

Configure a shared email address to receive lead log history notifications.

451 views

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Campaign Email

Campaign Email

Send mass emails to all leads in a campaign, or only a portion based on milestone or status

483 views

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Email Templates

Email Templates

Creating, editing, and deleting email templates that can be used for emailing leads

537 views

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Reporting

Reporting

View reports on leads, users and more.

500 views

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Dashboard

Dashboard

Quickly view graphs and charts that breakdown leads, history, milestones and more

530 views

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Opportunity Categories

Opportunity Categories

Configure the categories available for your lead opportunities

715 views

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Managing Users

Managing Users

Creating and modifying users in the system

513 views

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