General Settings and Configuration

Workflow sorting and categorization
Open Leads also gives Administrators the ability to categorize and sort their Workflows. This process is extremely useful and important to setting up bot...
Wed, Oct 14, 2015 at 3:14 PM
The Settings Tab contains links pertaining to the setup and administration of your Open Leads account. On the Settings Tab, the account administrator (or...
Wed, Sep 30, 2015 at 1:41 PM
Personal Profile
The Personal Profile, accessed under Settings>Personal Profile, is where you edit everything associated with your login account in Open Leads.  Here you...
Mon, Feb 15, 2016 at 12:31 PM