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Articles tagged "leads" returned 61 results.
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Managing your Leads
Viewing Leads All Leads can be viewed from the View → Leads. You can also view Leads from specific Lead Lists. View → Lead Lists. Select My Leads to view...
Capture, Manage & Nurture Exhibition Leads
...or individuals. View How to Assign Leads. View How to Assign Leads 7. Start Working With Leads Use our Help to start working with leads, creating call backs adding notes...
Assigning Leads
Assign individual Leads Leads can be assigned from within a Lead record to another user. Click on the Actions menu within a Lead Close modal Click Re-assign Lead Choose a...
Importing your Leads
...List Status can be set to Open (Leads editable) or Closed (Leads hidden). Access Mode can be set to Public, Team or Private. Choose your Promotion Mode from Anyone or...
Introduction to Importing Leads
...Gold-Vision Data. Importing Leads Steps Configure Lead Management Settings Prepare your data Download the Data Import Tool Import your Leads Configure your Lead screen Assign leads Qualify, progress leads, promote...
Intro to Lead Management
...promote, assign or discard the leads captured. Close modal Nurture your Leads with Campaigns – your Leads may not be ready to become a customer, keep them warm by adding...
Creating A Lead
...can be configured per Lead Management List. View Leads in the Leads List To view all of the Leads created against your list select the View Leads icon. Close modal...
Create a Lead List
...be a count of the number of leads promoted once leads are entered. Total Claimed – this will be a count of the total number of leads claimed by individuals....
