Category: Getting Started

1. Go to Lists & Contacts 2. Select Desired List 3. Select Lead 4. Press Action 5. Press Move 6. Select List 7. Press Update

Only account owner and admins.

1. Go to Lists & Contacts 2. Choose List 3. Select Lead 4. Press Log Calls / Open Lead a. Select the choice that suits the actual case whether Call Answered or No Answer i) In case you chose Call Answered > You can: 1- Change the lead status 2- Set the next follow up appointment […]

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)