Initial Setup

Step 1: Users
Add your Users Add all of your users to your account first thing. You do not need to share their login information with your users until you are ready f...
Mon, Dec 19, 2016 at 9:08 PM
Step 2: Types
Create your Types No matter which template you choose for your initial setup, you may want to go in to your Types settings and make sure that the Ty...
Tue, Sep 29, 2015 at 2:05 PM
Step 3: Custom Fields
Add your Custom Fields Every Open Leads account includes what we call General Fields - these are the ones that are common to all contact forms, and are you...
Tue, Sep 29, 2015 at 2:06 PM
Step 4: Design your forms
Design your Forms Create as many forms as you need to enter data into your account - from your website, call center, front desk or sales offi...
Thu, Jun 16, 2016 at 10:19 AM
Step 5: Pipeline and Opportunities
Step 5: Configure your Sales Status/Pipeline and Opportunities Some users elect to keep track of a simple Sales Status and Pipeline record, and Sales Opp...
Tue, Sep 29, 2015 at 2:08 PM
Step 6: Plan and configure your Workflows
Step 6: Plan and configure your Workflow Think of your Workflows as containers for multiple processes that are to be applied to leads with a single step...
Tue, Sep 29, 2015 at 2:09 PM