Archiving Leads

Archiving Leads

What do you do with leads that you're done with now, but still want to keep? ...You archive them! Archiving a lead will remove the lead from your summary view BUT WILL NOT REMOVE THE LEAD FROM THE DATABASE. Archived … Continued
Writing Emails that get Delivered

Writing Emails that get Delivered

When you create your emails, the following guidelines will help ensure that they don't go to spam. Subject Make your email subject meaningful, relevant without too much emphasis. For example, an email subject that says "Thank You!" may seem great … Continued
User Roles

User Roles

The concept of Roles allows multiple Users to work jointly with the same lead.
How to set Tasks for Lead Follow-up

How to set Tasks for Lead Follow-up

Once you have captured a new lead, it is absolutely vital that you follow up with them in a timely manner. To accomplish this you can set follow-ups that remind you to perform various actions and make sure you never … Continued
Working with Leads

Working with Leads

How to work with leads, the Lead Detail page, notes, email actions and activity history (Video LAC-107)
Add Leads, Prospects and Clients

Add Leads, Prospects and Clients

The Leads and Contacts system gives you great tools to engage leads, automatically incubate prospects, and collaborate with Clients. There are multiple ways to get contacts into your account: 1. Registration on your Website Your clients or leads can register for an … Continued