Open Leads Core Elements
The Dashboard from Open Leads on Vimeo.
The first screen you see when you log into Open Leads is the Dashboard. The Dashboard is a snapshot o...
Thu, Jan 7, 2016 at 1:33 PM
Leads are viewed from the Lead List, which is accessed via the Leads tab in your account. This Lead List functions much like an email in-box, with new, unre...
Wed, Sep 30, 2015 at 1:50 PM
Just above the far right column on the lead list is a dropdown menuwhich allows you to apply processes to the list of leads which are displayed in your View...
Wed, Sep 30, 2015 at 1:51 PM
Views are a custom data screen created by the user to filter Leads by any number of criteria for sorting Leads, creating reports, exporting data to another ...
Wed, Sep 30, 2015 at 1:55 PM
Clicking on any lead in the lead list opens the Lead Detail. The Lead Detail screen provides an expanded view of all the data contained in the lead record. ...
Wed, Sep 30, 2015 at 1:58 PM
This feature provides users the ability to track the progress you've made in the sales process with that lead. Keep in mind that you must either be a...
Wed, Sep 30, 2015 at 1:59 PM
Fields are the individual components of the Lead record, containing specific pieces of information. Your account initially contains only the basic contact f...
Wed, Sep 30, 2015 at 2:29 PM
Open Leads allows you to group, either manually or automatically, leads that have some relationship to each other. This could be different leads from...
Wed, Dec 13, 2017 at 10:58 AM
The Task Tab is your quick view of your Open Leads Tasks or your online "To-Do" List. The Task Tab consists of your Calendar and your Tasks List....
Wed, Oct 14, 2015 at 3:18 PM
Tasks are “To-Do” items and can be assigned to a Lead (for something like a Follow Up Call), a user, and can be Scheduled or Non-Scheduled.
Adding and Ed...
Thu, Oct 1, 2015 at 2:53 PM