Open Leads Support Center

When adding filters to your lead list to display only certain leads (i.e. Leads from this month which Salesperson A is assigned to) situations may ari...

The search function on the Leads List (or Leads Tab) only searches the data displayed, so in order to search for a lead by their email address, you must fir...

To send a single email out of the system, click on the Lead you wish to email from the Lead List. If that lead has an active email address listed, you will ...

Adding a file as an attachment or for embedding in the body of an email is managed from the email composition screen. To add an attachment to an email mess...

Sending a Mass Email is a two step process. The first step is to determine your mail list using Filters and/or Views. Once you have selected your lis...

Personalize your message by using tokens which merge lead data into each email that goes out. Tokens can be inserted into the message body, or in the su...

Users that have been assigned the Import permission may add leads to their account through the use of the import feature. To import leads you will be requir...

The purpose of the export feature is to place your lead information into an outside application such as Microsoft Excel or a similar spreadsheet type applic...

The Sales Pipeline and Status feature, which is located on the right side of the Lead Detail Screen,allows you to assign a Status (Cold, Warm, Hot, Clos...

Account owners (the person who initially set up your Open Leads account) has access to a tab under Settings>Billing to update credit card info...