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

Leads

  • Invoicing
  • 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
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IRIS CRM Knowledge Base