By Chris1 author7 articles
Understanding Your WorkflowAn introduction to Workflow settings
Review and Edit Marketing DetailsYou can easily review and edit your list of available Marketing Channels, Lead Sources, and Campaigns
Generate Posting InstructionsWithin the user interface, you can generate posting instructions for setting up automatic lead posts.
Set Up a Duplicate Check
Configure a Notification
Customize the Column Layout of Your Lead Manager ScreenYou can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen.
Customize Field GroupsFields groups determine the lead fields that are visible to your team when using various features to work leads.