Lead Management
- Viewing the Lead History
- Viewing The Most Recent User Notes
- Pinning A Note
- Filtering Notes
- Editing Lead Notes
- Adding Images To Lead Notes
- Configuring Required Lead Fields
- Appointment Board
- Tracking Site Visitors
- Dupe Checker
- Gmail & Outlook Sync Email Integration Guide
- Lead Payments
- Lead Attachments
- Invoicing
- Copying and Duplicating a Lead
- Threaded Statuses for Email Sequence Automation
- Configuring Read-Only Fields for Leads
- Time Zone Autofill Field
- New Lead Duplicate Checker
- Creating Merchant Pricing Comparisons in the Proposal Generator
- Previewing PDF & Image Files
- Lead Sources
- Manage Lead Fields and Tabs
- Pricing Templates
- Status Triggers