How do I...?

Mass assign and remove users
Administrators and users who have been assigned the mass update permission have the ability to attach or remove a single user from either their entire l...
Wed, Oct 14, 2015 at 4:27 PM
Mass assign and remove Types
Often it may be helpful to mass apply a Type to a list of leads. For instance, you may have a list that represents a group of prospects that s...
Wed, Oct 14, 2015 at 4:28 PM
"Archive" a Lead
If you wish to set aside leads from your leads list that you don't plan to work on in the immediate future you have the ability to archive these lea...
Wed, Oct 14, 2015 at 4:31 PM
Delete Leads
Deleting a lead is very similar to Archiving a Lead in Open Leads. Exercising any of the options to delete a lead, whether it be from the Lead List (as a ma...
Wed, Oct 14, 2015 at 4:33 PM
Print Mailing Labels (Using "Mail Merge")
Printing mailing labels is done using the Mail Merge feature from the "Apply to" dropdown menu on your Leads List screen. Fr...
Wed, Oct 14, 2015 at 4:34 PM
Compose an HTML Email
Using HTML allows you to creatively add images and other rich formatting to your email signatures and messages. Open Leads, by default creates HTML emails v...
Thu, Nov 8, 2018 at 3:36 PM
Create and manage Email Signatures
Every user account has a Personal Profile (accessed by clicking on the icon under "Settings>Personal Profile" or under "Settings" i...
Wed, Oct 14, 2015 at 4:39 PM
Style my forms to match my website
Open Leads forms were designed from the beginning to be used on a client website, so that leads can easily be added to the Open Leads database with l...
Wed, Oct 14, 2015 at 4:41 PM
Cancel my account
Only the account owner can cancel an Open Leads account. If you are the account owner, log into your Open Leads account, and then click on "...
Wed, Oct 14, 2015 at 4:42 PM
Search by phone number
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 phone number, you must firs...
Tue, Aug 8, 2017 at 10:00 AM