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
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
The concept of Roles allows multiple Users to work jointly with the same lead.
Sales Steps and Forecasting
Sales Steps and Forecasting is a great way to track your sales opportunities and is available to all types of users (single or multi-user accounts). With a little planning, Sales Forecasting will give you great insights into how your sales … Continued
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
Configure Your Account Settings
Account settings and preferences help you decide how you want your account to work. Account Settings allow you to: Setup your Business / Company Name(s) for use in Personal Profiles Add Office Locations for use in Personal Profiles Modify Lead Capture … Continued
Working with Leads
How to work with leads, the Lead Detail page, notes, email actions and activity history (Video LAC-107)
How to Set the Default Campaign for your Leads
A Campaign is an automated, pre-defined sequence of emails and actions that will be either sent to the lead, or set as Tasks for you, for this lead. By reviewing and fine tuning your default campaign, you can ensure that … Continued
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
How to Use Drip Campaigns
Drip Campaigns are a powerful, automated way to automate communications, workflow and tasks - and keep in touch with leads. For any lead to receive the Drip Campaign, the campaign must first be selected and attached to the lead. A … Continued