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Category: Leads


  How To Modify A Lead? (KB10000001)
1. Click the Lead tab on the top. 2. Locate the lead you wish to edit. You can use the filter to help you search. 3. Click the company or the contact name to view the Lead Details. 4. Click the EDIT button. ...
  How Do I Add A New Lead? (KB10000003)
1. Click Create "LEAD". 2. Fill in the form with the lead information. 3. Click SAVE or SAVE AND NEW. SAVE will simply save the lead. SAVE AND NEW will save the lead and open up another form to continue adding ...
  How Do I Delete A Lead? (KB10000006)
1. On the Search box on the left, type partially either the lead's company name, first name, last name, email, or phone number. 2. Click the search button. 3. Locate and click the company name or contact name of your ...
  How To Upload A Document For A Lead? (KB10000016)
1. Search for the Lead you with to add the document to. 2. Click through to the Leads Details Page. 3. Scroll down and click on the sub-tab "DOCUMENTS". 4. Click Browse or Choose File button to locate file. 5. Locate ...
  How Do I Export My Leads To Outlook? (KB10000023)
1. Click Leads from the tabs above to access your Leads Browser 2. Select from the drop down next to "EXPORT AS" and choose your format to export. 3. Click "EXPORT AS" to download the list to your computer. ...
  How Do I Search For Lead? (KB10000026)
There are a couple of ways to search for a lead. Search Box: 1. Locate the search box on the left pane, right above the calendar. 2. Type partially the company name, first name, last name, email, or phone n ...
  How Can I Change The Industry List? (KB10000035)
To add, delete, or modify the industry list for leads: 1. Log in as an administrator. 2. Click the Setting and Preferences tab. 3. Click Lead on the left pane. 4. Modify the Industry List. Make sure to t ...
  How To Change The Source List In Leads? (KB10000036)
To add, delete, or modify the Sources List: 1. Log in as an administrator 2. Click the Setting and Preferences tab. 3. Click Lead on the left pane. 4. Modify the Sources List. Maintain one source per lin ...
  How To Delete A Lead? (KB10000041)
1. Locate the lead you wish to edit. You can use the filter to help you search. 2. Click the company or the contact name to view the Lead Details. 3. Click the DELETE button. 4. Click CONFIRM DELETE. Not ...
  How To Create A Follow-up Activity For A Lead? (KB10000048)
1. Search for your Lead and go into the lead's detail page. 2. Locate the "Follow Up Box" on the right as show here. 3. Enter your new activity or reminder action in the "Follow-up Action" box. 4. Select fro ...
  How To Create A Note For A Lead? (KB10000065)
1. Search for your Lead through the search field on the left, or by clicking the Leads tab on the top and locating your Lead. 2. Click the Lead company name or contact name to go into the Lead Detail. 3. On the fo ...
  How To Convert A Lead Into An Account? (KB10000090)
1. Locate your lead through the keyword search on the left pane, or through the Leads Browser Tab on the top. 2. Once in the Leads Detail page, click CONVERT TO ACCOUNT. ...
  How Do I Export My Leads To Excel Or Csv File? (KB10000109)
1. Click Leads from the tabs above to access your Leads Browser 2. Select from the drop down next to "EXPORT AS" and choose your format to export. 3. Click "EXPORT AS" to download the list to your comp ...
  How Do I Import A List Of Leads? (KB10000152)
You can import your list of LEADS from a CSV or Comma Delimited file. 1. Make sure that your list of Leads has been saved as a CSV or Comma Delimited file format. If not, open in Excel, click File, then SAVE A ...
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