Category - Leads

Opportunities List

Opportunities List

Review and manage opportunites

863 views

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Merge a Lead

Merge a Lead

Move a lead from one campaign to another

602 views

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Copy Lead

Copy Lead

Copy lead details automatically to create a new lead in the same campaign

583 views

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Neglected Leads

Neglected Leads

Find out which leads have not been updated in a timely manner

678 views

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Updating a Lead Milestone

Updating a Lead Milestone

Setting a lead to milestone

627 views

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Add Lead Log History

Add Lead Log History

Add a new log entry for a lead

719 views

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Blitz Files

Blitz Files

Upload and manage files in the Blitz system

718 views

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Searching

Searching

Find the lead you’re looking for quickly

595 views

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Adding a Lead Opportunity

Adding a Lead Opportunity

Create a new opportunity associated with a lead

657 views

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