Leads
- Email Scheduling
- Three Quick Ways to Add Leads
- Appointment Board
- SMS Forwarding
- Configuring Required Lead Fields
- Adding Images To Lead Notes
- Editing Lead Notes
- Filtering Notes
- Pinning a Note
- Viewing the Most Recent User Notes
- Viewing the Lead Field Change History
- Adding/Editing Pricing Templates
- Grouping Your Leads: Campaigns and Sources
- Setting Up Status States & Triggers
- Adding Notes For Leads & Merchants
- Using Speech Recognition
- Global Search Field
- How to Delete Leads
- Sending & Receiving SMS/MMS Messages
- Lead Importer
- Managing Leads
- Managing Unassigned Leads
- Linking Leads To Merchant Accounts
- Sending Emails
- Gmail Integration
- Updating and Progressing Leads