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