Lead Management
- Lead Field Calculations
- User Hierarchy in Search and Filters (Beta)
- Import Lead Custom Properties
- Import Lead Record Sets
- Lead Field Thresholds (Beta)
- Lead Section Tab (Beta)
- Send Mass Emails And SMS Messages (v2)
- Linking Leads To Merchant Accounts (v2)
- Lead Importer
- Managing Leads
- Lead Data Sharing
- Advanced Reports
- Google Maps Integration
- Creating a Copy Button on Your Lead Form
- Lead Record Sets
- Updating and Progressing Leads
- Email Validation
- Sending Emails
- Different Ways To Add Leads
- Managing Unassigned Leads
- My Leads
- How to Delete Leads
- Global Search Field
- Email Scheduling
- Using Speech Recognition
- Adding Notes For Leads & Merchants
- Setting Up Status States & Triggers
- Grouping Your Leads: Campaigns and Sources
- Viewing the Lead History
- Viewing The Most Recent User Notes