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  1. IRIS CRM
  2. Getting Started User Guides
  3. Leads

Leads

  • Enable Multiple Signers on the Web Form
  • Create a Web Form
  • Advanced Reports
  • Google Maps Integration
  • Creating a Copy Button on Your Lead Form
  • Lead Record Sets
  • Updating and Progressing Leads
  • Email Validation
  • Sending Emails
  • Linking Leads To Merchant Accounts
  • Three Quick Ways To Add Leads
  • Managing Unassigned Leads
  • Managing Leads
  • Lead Importer
  • Send Mass Emails And SMS Messages
  • 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
  • Pricing Templates
  • Viewing the Lead Field Change History
  • Viewing The Most Recent User Notes
  • Pinning A Note
  • Filtering Notes
  • Editing Lead Notes
  • Adding Images To Lead Notes
  • Configuring Required Lead Fields
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