Company Email Settings
Configure a shared email address to receive lead log history notifications.
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Loading ... Campaign Email
Send mass emails to all leads in a campaign, or only a portion based on milestone or status
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(No Ratings Yet) Loading ... Email Templates
Creating, editing, and deleting email templates that can be used for emailing leads
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(No Ratings Yet) 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 ... 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 ... Campaign Settings – Custom Column Types (Dropdowns)
Create dropdowns for the custom fields in your campaigns
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