Introduction

• Getting Started Checklist
• What is Open Leads
• Administrator Access
• Email Campaigns

Account Setup

• Fields
• Forms
• Messages (Email Templates)
• Types
• Settings Tab

User Setup

• Managing User Accounts
• User Access to Open Leads

Deployment

• Articles coming soon

Using Open Leads

• Add a Lead
• View and Edit a Lead
• Filtering a Lead List
• Completing a Task
• Add a Comment
• Settings Tab
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Integrations

• Articles coming soon

Definitions

• Grouped Leads
• Tokens

Best Practices and Recommendations

• Working Your Leads
• Manage Leads using Types
• Using Views to Segment Leads Lists
• Using Advanced Features

FAQs

• Account Access
• Can I upgrade or downgrade my account
• External Application Integration
• Do you have a Mobile App