Lead Management

Viewing your leads
The Lead Management system captures all leads generated from email campaign activity. New leads are broken down into stages based on the type of activity do...
Leads
Sign ups or contact page submissions create a lead in the system. Leads allow you to manage future interactions with the contact and review their form submi...
Changing Stages
Keeping track of the stage of your leads allows you to manage the progression of your leads. You can change the stages of your leads from the Leads tab.  A ...
Creating Leads Manaually
Overview Apart from the leads that are created automatically through landing pages and other sources, you are also able to create leads manually within Le...
Creating and Managing Leads/ Task Stages
Lead Stages, or Task Stages, allow you to manage the progression of your leads. Lead stages provide you with a simple way to quickly track the status of ea...
Searching In Lead Management
Searching in Leads management is important for organizing your leads. Access the search in Leads Management on the Leads tab. You have multiple options you ...
Managing Leads
Activity done on leads can be done directly on the lead dashboard. The dashboard is a single page that lets you quickly manage leads.    What will I find...
Converting Leads to Opportunity
When a lead is qualified and becomes serious, it is important to convert the lead into an opportunity. Converting the lead to an opportunity allows you to ...
Updating Multiple Leads
When you have multiple leads to edit, you can update them as a group. This can save time when you have multiple leads to update the stage, reassign to a di...