Best Practices

Working your Leads
For the end user, working your leads in Open Leads is extremely simple and easy. When you open the Lead Detail Screen, you see all of the contact inform...
Wed, Oct 14, 2015 at 3:20 PM
Manage your Leads using Types
The Types system in Open Leads gives users a great deal of flexibility in managing and sorting your leads. While the Opportunities and Pipeline System allow...
Tue, Oct 6, 2015 at 1:03 PM
Managing your Views
One of the most handy ways to manage the views you have previously created is to use the View management function. Near the top of your leads list select th...
Tue, Oct 6, 2015 at 1:04 PM
Selecting Leads for a "Mass Apply" feature
​If you desire to apply a mass feature (i.e adding a task to multiple leads at once, sending a mass email, assigning a user) to several of the leads from yo...
Tue, Oct 6, 2015 at 1:05 PM
Take advantage of advanced features in Open Leads
Open Leads is more than just an inbox or database or contact list. Elements such as Workflow, which is configured by your Account Administrator, can automat...
Tue, Oct 6, 2015 at 1:06 PM
Managing your Pipeline - Opportunities and Status
Under Settings you will see that the icon called "Opportunities" has been replaced with "Pipeline" - we made this change to the nome...
Wed, Oct 14, 2015 at 3:27 PM