How to Capture Leads from a Marketing Campaign for Your Team

How to Capture Leads from a Marketing Campaign for Your Team

Here is a summary of how to use MBB features with the LAC to capture leads from your marketing campaigns, e.g. Google PPC or Facebook etc. These ideas apply to a Single-User Account or to a Multi-User Team or Office … Continued
User Roles

User Roles

The concept of Roles allows multiple Users to work jointly with the same lead.
Lead Import via EMAIL

Lead Import via EMAIL

You can import leads to your Leads and Contacts account by including the lead's info in the body of a specially-formatted TEXT email. To Import a Lead Send a specially formatted ** PLAIN TEXT** email to the designated email address (do … 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)
Leads and Contacts (LAC)

Leads and Contacts (LAC)

We have an extensive selection of training videos for using the Leads and Contacts system. Login to your Leads and Contacts account and click on "Help & Support" in the menu to view these videos.