General Settings and Configuration

Templates
The basics.... When you first signed up for your account, and logged in for the first time, you were given the choice of available "Templates&q...
Tue, Sep 29, 2015 at 2:02 PM
Integrating Open Leads with your website
Open Leads forms allow for simple integration of your website or other online lead generation efforts. Basic integration of Open Leads with your web...
Tue, Sep 29, 2015 at 2:26 PM
Account Administrator and Owner
By default, the first user created when an new Open Leads account is created is designated the Account Owner, and has access to the bIlling section under ...
Tue, Sep 29, 2015 at 2:28 PM
Fields
The Manage Fields screen is used to add additional fields to your account as well as edit and/or remove existing ones. Additionally, you may now create labe...
Wed, Oct 14, 2015 at 2:32 PM
Forms
Form Setup To create a form, simply navigate to the Forms icon (located off the Settings Tab). From the Manage Forms screen choose the link named "A...
Wed, Sep 30, 2015 at 12:30 PM
Types
Types are commonly assigned to a lead to help describe what type of lead it is as well as where it originated from (i.e. Trade Show Lead, Website Lead). Typ...
Wed, Sep 30, 2015 at 12:32 PM
Composing an email message
The Manage Messages section, accessed by clicking on the Messages icon located off the Settings tab, is where you can construct and store saved email messag...
Mon, Apr 11, 2016 at 5:06 PM
Sorting and categorizing saved email messages
Open Leads gives Administrators the ability to categorize and sort their saved email messages. This process allows you to group specific messages, for ex...
Wed, Oct 14, 2015 at 3:11 PM
Managing users
Account Administrators may manage users on their Open Leads account. This includes adding new users (up to a max of 30 per account), and assigning permissio...
Wed, Sep 30, 2015 at 11:45 AM
Workflows
A workflow is a device that allows you to automate much of your sales process. Setting up a workflow requires some work, planning, and testing. However, onc...
Wed, Sep 30, 2015 at 1:37 PM