Email Templates
Creating, editing, and deleting email templates that can be used for emailing leads
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Loading ... Reporting
View reports on leads, users and more.
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(No Ratings Yet) Loading ... Dashboard
Quickly view graphs and charts that breakdown leads, history, milestones and more
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(No Ratings Yet) Loading ... Opportunity Categories
Configure the categories available for your lead opportunities
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(No Ratings Yet) Loading ... My Profile
Manage your user profile, including timezone, password, and email address
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(No Ratings Yet) Loading ... Managing Users
Creating and modifying users in the system
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(No Ratings Yet) Loading ... Setting Up Lead Milestones
Creating and modifying sales process milestones
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(No Ratings Yet) Loading ... Updating a Lead Milestone
Setting a lead to milestone
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(No Ratings Yet) Loading ... Add Lead Log History
Add a new log entry for a lead
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