Leads
- Creating Invoices
- Lead Attachments
- Lead Payments
- Gmail & Outlook Sync Email Integration Guide
- Using The Gmail Extension
- Submitting Leads for Fundomate Funding
- Dupe Checker
- Tracking Site Visitors
- Appointment Board
- 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
- Email Scheduling
- Global Search Field
- How to Delete Leads
- Send Mass Emails And SMS Messages
- Lead Importer
- Managing Leads
- Managing Unassigned Leads
- Three Quick Ways to Add Leads
- Linking Leads To Merchant Accounts