How do I...?

Reset my password?
Getting a new password for your Open Leads account is easy. Just click on the "forgot password" link on the sign in page, and enter your email add...
Wed, Sep 30, 2015 at 12:12 PM
Send a "drip" email campaign in Open Leads?
Open Leads is a very powerful lead management application, but it has more to offer - including the ability to create very powerful mass email campaigns. Ma...
Wed, Sep 30, 2015 at 12:00 PM
Add a lead?
​There are three simple ways to add leads to your Open Leads account. Each is detailed in turn. Manual- The most basic way to enter a lead into the ...
Wed, Oct 14, 2015 at 3:40 PM
Add a lead using a form from within the app?
Using forms has always been the easiest and most productive way to manually add a new lead to your Open Leads account. By entering a lead using a form, y...
Wed, Oct 14, 2015 at 3:42 PM
View and edit a lead?
To view detailed information on a Lead, simply click on the Lead's Name from the Lead List or Dashboard. From the Lead Detail Screen, you may edit ...
Thu, Oct 1, 2015 at 4:22 PM
Mark Leads "read" or "unread"
Mark Unread This feature enables you to mark any lead in your lead list as being unread. To use this option, select the lead you want to sho...
Wed, Oct 14, 2015 at 3:44 PM
Add a Task
To add an Task to a lead, click on "Add Task" in the Task block on the right side of the lead detail screen. This will open the Edit T...
Thu, Jun 9, 2016 at 4:33 PM
Complete a Task
Tasks may be completed from either the Tasks Tab, or from within the Lead Detail. In either instance, the process is the same: To complete a Task, simpl...
Wed, Oct 14, 2015 at 3:48 PM
Add a Comment
The Comments feature is extremely useful in documenting all contact with your leads. Each comment is date and time stamped by user. For example, if you have...
Wed, Oct 14, 2015 at 3:48 PM
Filter my Leads
When you begin using your Open Leads account its likely that you will be placing a number of leads into your account. While its convenient to keep your lead...
Wed, Oct 14, 2015 at 3:50 PM