by Steve Shultz | Jun 1, 2022 | Account Setup, Using Open Leads
The Settings Tab contains links pertaining to the setup and administration of your Open Leads account. On the Settings Tab, the account administrator (or users who have been given the appropriate level of administrative access) can manage Types, Fields, Users, Forms,...
by Developer | Jul 22, 2020 | Account Setup
Types are essentially TAGS which can be assigned to a lead to help describe what type of lead it is (i.e. Trade Show Lead, Website Lead, etc.). Users may create as many Types as needed and may add, edit, or remove them at any time. One or multiple types can be added...
by Developer | Jul 22, 2020 | Account Setup
The Manage Messages section, accessed by clicking on the Messages icon located off the Settings tab, is where you can construct and store saved email messages that will often be used as Autoresponders or frequently used sales messages. To add a new message, click the...
by Developer | Jul 22, 2020 | Account Setup
Form Setup To create a form, simply navigate to the Forms icon (located off the Settings Tab). From the Manage Forms screen choose the link named “Add Form.” You will now give your form a distinctive name. Giving the form a name will take you to the form...
by Developer | Jul 22, 2020 | Account Setup
The Manage Fields screen is used to add additional fields to your account as well as edit and/or remove existing ones. Additionally, you may now create labels (which appear in bold) to organize your fields into appropriate sections. For instance if you have created a...
