Leads Module

How to create a Campaign Product
Each Campaign is linked to a Campaign Product. Multiple campaign products can be setup per instance, however only one product can be linked to a campaign. ...
Mon, 13 Dec, 2021 at 3:19 PM
How to create a Campaign
Campaigns are used to group leads together for reporting purposes. Before creating a campaign, please ensure that you have completed the Create campaign pr...
Tue, 14 Dec, 2021 at 2:36 PM
How to create a Campaign Email Template
Multiple email templates can be created and linked to each campaign, which allows agents to communicate with the contact directly from the lead Cli...
Mon, 13 Dec, 2021 at 4:23 PM
How to create a Campaign SMS Template
SMS templates can be setup per campaign which allows agents to communicate with the contact directly from the lead These templates can be setup per...
Mon, 13 Dec, 2021 at 4:06 PM
How to create a Lead Agent
Leads can only be assigned to a lead agent.  Navigate to menu item CRM Contacts | Leads | Lead Agent Click on + New Lead Agent Complete the re...
Fri, 14 Jan, 2022 at 3:24 PM
How to create a Lead
Leads can be created from various screens in the system From the main Leads list screen, menu item Leads | Leads Click on the + New Lead button ...
Tue, 14 Dec, 2021 at 4:09 PM
Leads Dashboard and Reporting
The leads dashboard provides a summary of all the leads in the various stages as well as different reporting criteria e.g. Per campaign or per agent. Me...
Wed, 15 Dec, 2021 at 3:22 PM
How to import Campaign Leads
List of leads can be imported. Please download the latest template of the import file from the Campaign Lead Import screen: Click on the Download example f...
Tue, 18 Jan, 2022 at 10:11 AM