Open Leads Support Center

Getting a new password for your Open Leads account is easy. Just click on the "forgot password" link on the sign in page, and enter your email add...

Open Leads is a very powerful lead management application, but it has more to offer - including the ability to create very powerful mass email campaigns. Ma...

There are three simple ways to add leads to your Open Leads account. Each is detailed in turn. Manual- The most basic way to enter a lead into the syste...

Using forms has always been the easiest and most productive way to manually add a new lead to your Open Leads account. By entering a lead using a form, y...

To view detailed information on a Lead, simply click on the Lead's Name from the Lead List or Dashboard. From the Lead Detail Screen, you may edit a...

Mark Unread This feature enables you to mark any lead in your lead list as being unread. To use this option, select the lead you want to sho...

To add an Task to a lead, click on "Add Task" in the Task block on the right side of the lead detail screen. This will open the Edit T...

Tasks may be completed from either the Tasks Tab, or from within the Lead Detail. In either instance, the process is the same: To complete a Task, simply ...

The Comments feature is extremely useful in documenting all contact with your leads. Each comment is date and time stamped by user. For example, if you have...

When you begin using your Open Leads account its likely that you will be placing a number of leads into your account. While its convenient to keep your lead...