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Email Campaigns

Now with Open Leads you can schedule a single outgoing email or an entire mass email campaign. Open Leads also has added a new Campaign  section to give you complete control over functionality of your emails. Step 1 – Select – Send Mass Email Select...

What is Open Leads

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Administrator Access

The initial user of an Open Leads account, which is created at the time a new account is set up is considered the account “Owner” and billing is tied to this account. The Account Owner is also the initial Account Administrator – meaning they have full access to...

Getting Started Checklist

Key to effective use of Open Leads is to get the account well configured and set up. While the overall setup can change over time, a solid foundation ensures productivity Step 1: Users Add all of your users to your account first thing. Determine their access level and...