What is...?

"Lead Following"
Each form in Open Leads has the ability to add several features, including "Lead Following" The lead following option is useful when you are us...
Wed, Oct 14, 2015 at 4:43 PM
A "View"
A "View" in Open Leads is simply a saved collection of filters. On your Leads tab, starting from the current view of "All Leads," you c...
Sun, Jan 29, 2017 at 6:47 PM
A "Workflow"
A "Workflow" in Open Leads is basically a macro, like you would use in a spreadsheet. It is a single process that apply's several actions...
Wed, Oct 14, 2015 at 4:44 PM
An email "Token"
Tokens are "widgets" used to customize and personalize your message by using by allowing you to merge lead data into each email that goes out. ...
Wed, Oct 14, 2015 at 4:47 PM
"Opted-out"
Every mass email message that is sent from Open Leads is required to have an "Unsubscribe" or "Opt-out" link included. This allows re...
Wed, Oct 14, 2015 at 4:58 PM
Call Logging
Call logging allows user to quickly note that they have called a prospect, and record the notes regarding that call in the History section of the Lead Detai...
Tue, Mar 28, 2017 at 1:30 PM