Dashboard Manual - Leads Section

Leads Section Basics
Access your leads by clicking on the Leads option in the left menu. At the top of the screen, you will find key stats, including the number of Active U...
Mon, 29 Jan, 2024 at 8:53 AM
Viewing Lead Information / Individual Lead Record
Once you have set all lead parameters to your liking, you may want more information about one or more of the leads you see listed.   Each lead in the list f...
Wed, 31 Jan, 2024 at 8:12 AM
Basic Lead Actions
When viewing an individual lead, you will find an Action button in the upper right corner of the screen.  Click the button to reveal the available options. ...
Thu, 29 Sep, 2022 at 4:18 PM
Lead Action: Create Campaign
To create a campaign for a lead, access the lead and click the Action button in the upper right corner of the screen.  Select the Create Campaign option. ...
Thu, 29 Sep, 2022 at 4:56 PM
Additional Lead List Options (Create Lead, Transfer Leads, Import, Export, Reset Filters)
When viewing your lead list, you may click the three dots on the right side of your screen to reveal additional options.     The Create Lead option allo...
Thu, 25 Jan, 2024 at 8:46 AM