Tag - Administration

Auto Assign Groups

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.

10,172 views

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Duplicates - Settings

Duplicates – Settings

Configure global duplicate settings and user settings.

6,785 views

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Web Lead Configuration

Web Lead Configuration

Configure Web Lead’s to be added automatically from our partners.

7,120 views

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Configure Lead Sources

Configure Lead Sources

Configure the list of lead sources

7,373 views

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Campaign Settings - Questions

Campaign Settings – Questions

Configure the questions that you will be asking your leads. This allows for faster history entries.

6,561 views

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Campaign Settings - Privacy Settings

Campaign Settings – Privacy Settings

Configure a campaign that needs to only be seen by certain users.

5,758 views

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Campaign Settings - Script

Campaign Settings – Script

Configure a call script for your campaign that is displayed on the Lead Log.

12,558 views

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Campaign Lead History

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.

5,662 views

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Lead Log Types

Lead Log Types

Configure lead log history types

6,576 views

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