Open Leads Support Center

Initial Setup 6

• Step 1: Users
• Step 2: Types
• Step 3: Custom Fields
• Step 4: Design your forms
• Step 5: Pipeline and Opportunities

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General Settings and Configuration 13

• Templates
• Integrating Open Leads with your website
• Account Administrator and Owner
• Fields
• Forms

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How do I...? 30

• Reset my password?
• Send a "drip" email campaign in Open Leads?
• Add a lead?
• Add a lead using a form from within the app?
• View and edit a lead?

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What is...? 6

• "Lead Following"
• A "View"
• A "Workflow"
• An email "Token"
• "Opted-out"

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Open Leads Core Elements 14

• The Dashboard
• The Leads Tab
• "Apply to View" dropdown menu
• Views
• The Lead Detail screen

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FAQ 5

• How do I sign in to my Open Leads account?
• Can I upgrade or downgrade my account?
• Does Open Leads integrate with other programs?
• Do you have an API?
• Do you have a mobile application?

Miscellaneous 1

• Open Leads from the user's perspective

Best Practices 6

• Working your Leads
• Manage your Leads using Types
• Managing your Views
• Selecting Leads for a "Mass Apply" feature
• Take advantage of advanced features in Open Leads

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Hints and Tips 5

• Email bounce handling
• Take time to effectively manage your Lead lists
• One Workflow? Only if you have just one type of Lead
• Analyzing your data: Export, PDF Reports, and Views
• The importance of Autoresponders

Troubleshooting 3

• CSV error when importing a list
• Imported Leads are blank
• Forgot password