Category - Leads

Opportunities List

Opportunities List

Review and manage opportunites

763 views

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Merge a Lead

Merge a Lead

Move a lead from one campaign to another

557 views

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Copy Lead

Copy Lead

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

542 views

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Neglected Leads

Neglected Leads

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

594 views

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Updating a Lead Milestone

Updating a Lead Milestone

Setting a lead to milestone

563 views

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Add Lead Log History

Add Lead Log History

Add a new log entry for a lead

603 views

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Blitz Files

Blitz Files

Upload and manage files in the Blitz system

644 views

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Searching

Searching

Find the lead you’re looking for quickly

537 views

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Adding a Lead Opportunity

Adding a Lead Opportunity

Create a new opportunity associated with a lead

573 views

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