Start a conversation

Hints and Tips

  • The importance of Autoresponders

    Autoresponders in Open Leads are a very powerful tool to confirm your prospects submission, but even more so to begin to establish rapport with that prospect. In today's economy it is very easy for co...

  • Analyzing your data: Export, PDF Reports, and Views

    How many new leads did you receive last month? How many sales were closed? Does one of your sales staff have way too many No Sales? The answer to these types of questions are easily found using Views....

  • One Workflow? Only if you have just one type of Lead

    How many different Workflows do you have set up in your account? Only one? Do you only have one type of sales lead? Of course not, so you shouldn't only have one Workflow. One of the power features of...

  • Take time to effectively manage your Lead lists

    Even though some versions of Open Leads does not limit the number of leads that can be entered, any account should have self-imposed limits. The reality is, there is a set number of legitimate sales l...

  • Email bounce handling

    Open Leads is committed to maintaining high deliverability rates for email that is sent out from our application. One of the most important elements of this is maintaining good relationships with the ...