How To
How To
How to Use Email to Engage with Your ProspectsSend personalized emails in bulk or individually directly from the Lead Manager Screen using templates, snippets, and dynamic fields to improve engagement and efficiency.
Deliver Email Using Scheduled DeliveryEnsure your emails are received at optimum times by scheduling delivery.
How to Add Leads to an Email Nurture CampaignAdd individual or multiple leads to an email nurture campaign directly from the Lead Manager Screen to maintain engagement with prospects through automated email sequences.
How to Close a Lead from Lead ManagerLearn how to use the LMS view to properly close leads to update their status to 'won' or 'closed', ensuring accurate sales attribution in reports and marking the end of…
How to Export Leads from SalesExecExport selected leads or an entire list to an Excel file from the Lead Manager Screen for use in external reporting or third-party applications.
How to Import Leads into Holding BinImport leads into holding bin to track direct mail response. Use a promo code assigned to each lead and track all response
How to Use PipelineUse pipeline to estimate your open and pending sales. Pipeline can help give you a better picture of receivables and future sales.