Tag - Manage Campaigns

Web Form - Add & Configure

Web Form – Add & Configure

See how to create and configure a web form for your campaign.

815,068 views

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Campaign Settings - Lead List Default Columns

Campaign Settings – Lead List Default Columns

Configure which columns show by default on the Lead List.

5,578 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.

5,947 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.

5,228 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.

10,794 views

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Creating a Campaign

Creating a Campaign

Create a new campaign with custom field names

7,760 views

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Merge Campaigns

Merge Campaigns

Move all leads from one campaign into another

3,957 views

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Copy Campaign Settings

Copy Campaign Settings

Copy settings, including custom field names and visible fields, to another campaign

5,041 views

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Campaign Settings - Custom Column Types (Dropdowns)

Campaign Settings – Custom Column Types (Dropdowns)

Create dropdowns for the custom fields in your campaigns

4,892 views

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