by Developer | Aug 8, 2020 | Best Practices and Recommendations
Open Leads is more than just an inbox or database or contact list. Elements such as Workflow, which is configured by your Account Administrator, can automate much of the sales process. User features, such as Filters and Views, when configured properly can allow you to...
by Developer | Aug 8, 2020 | Best Practices and Recommendations
One of the most handy ways to manage the views you have previously created is to use the View management function. Near the top of your leads list select the Manage Views link located directly across from the Current View list. Clicking this link will produce a list...
by Developer | Aug 8, 2020 | Best Practices and Recommendations
The Types system in Open Leads gives users a great deal of flexibility in managing and sorting your leads. While the Opportunities and Pipeline System allows you to flag a lead as a Hot, Warm, Cold or Closed lead, Types allows you to build upon this by creating...
by Developer | Aug 8, 2020 | Best Practices and Recommendations
For the end user, working your leads in Open Leads is extremely simple and easy. When you open the Lead Detail Screen, you see all of the contact information that is available for that lead and any pending Tasks that need to be completed. Simply click on the green...
