Category: Leads

1. You can filter from the Filter tab by: Creation Date: date the lead was added to the system Action Date: next set action date (follow up, scheduled meeting) Scheduled: actions scheduled today, tomorrow, this week Inactive Period: how long is this lead inactive, not contacted? Added by: who added this lead? Tags: you can […]

Note: Team settings are open only for Admins and Account Owners only. 1. Go to Lists & Contacts > Choose List 2. Choose Lead 3. Open Lead > Meetings 4. Setup a new meeting > Fill meeting info 5. Click update Note: Or use Meet Me

1. Go to Lists & Contacts 2. Choose List 3. Choose lead 4. Press Open Lead 5. Press Meetings 6. Press the Eye icon 7. To edit or reschedule or cancel

1. Go to Lists & Contacts 2. Choose List 3. Select Leads 4. Press Actions 5. Choose the desired option ( Move, assign, change status, send SMS, Bulk Delete, Bulk Tags, Merge)

1. Go to Lists & Contacts 2. Choose list 3. Open the drop list and select from companies

1. Go to Lists & Contacts 2. Choose list 3. Filter by status or no status, new & delayed

1. Go to Lists & Contacts 2. Choose list 3. Determine the lead(s) you want to send them a message and press the Whatsapp icon

1. Go to Lists & Contacts 2. Choose list 3. Select duplicate leads that you want to merge 4. Actions > Merge 5. Select main lead > merge Note: You can NOT retrieve merged leads.  Once they are merged, lead will be incorporated into MAIN lead and then they will be deleted.

Merged leads’ histories are all merged into the Main Lead. You can always find this history in merged leads under a different color and with merge reference.