Open Leads Support Center

For the end user, working your leads in Open Leads is extremely simple and easy. When you open the Lead Detail Screen, you see all of the contact informati...

The Types system in Open Leads gives users a great deal of flexibility in managing and sorting your leads. While the Opportunities and Pipeline System allow...

One of the most handy ways to manage the views you have previously created is to use the View management function. Near the top of your leads list select th...

​If you desire to apply a mass feature (i.e adding a task to multiple leads at once, sending a mass email, assigning a user) to several of the leads from yo...

Open Leads is more than just an inbox or database or contact list. Elements such as Workflow, which is configured by your Account Administrator, can automat...

Under Settings you will see that the icon called "Opportunities" has been replaced with "Pipeline" - we made this change to the nome...