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.
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Loading ... Duplicates – Settings
Configure global duplicate settings and user settings.
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(No Ratings Yet) Loading ... Web Lead Configuration
Configure Web Lead’s to be added automatically from our partners.
1,021 views
(No Ratings Yet) Loading ... Configure Lead Sources
Configure the list of lead sources
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(No Ratings Yet) Loading ... Campaign Settings – Questions
Configure the questions that you will be asking your leads. This allows for faster history entries.
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(No Ratings Yet) Loading ... Campaign Settings – Privacy Settings
Configure a campaign that needs to only be seen by certain users.
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(No Ratings Yet) Loading ... Campaign Settings – Script
Configure a call script for your campaign that is displayed on the Lead Log.
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(No Ratings Yet) Loading ... Import Leads From CSV Spreadsheet
Import leads from a csv spreadsheet into Blitz
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(No Ratings Yet) Loading ... Campaign Lead History
Add a history entry to all leads in a campaign. Optionally assign a milestone and/or status to all leads in the campaign.
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