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 set a user password for each. These will be needed when onboarding your new users.
Step 2: Types
No matter which template you choose for your initial setup, you may want to go in to your Types settings and make sure that they are appropriate for your purposes
Step 3: Custom Fields
Every Open Leads account includes what we call General Fields – these are the ones that are common to all contact forms, and are you…
Step 4: Design your forms
Create as many forms as you need to enter data into your account – from your website, call center, front desk or sales office…
Step 5: Pipeline and Opportunities
Some users elect to keep track of a simple Sales Status and Pipeline record, and Sales Opportunities/Profit channels for leads…
Step 6: Plan and configure your Workflows
Think of your Workflows as containers for multiple processes that are to be applied to leads with a single step…
Step 7: Populate Your Message Library
Clear and consistent communication is a valuable asset in any sales environment. Storing often used email messages, whether they are responses to common questions or drip campaign emails…