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Initial Setup

The basic elements of Open Leads, what they are and how to get started with your initial account setup.

  • Getting Everything Set Up

    The overall process of setting up your Open Leads account is not overly complicated, but it does require some initial planning to make sure you cover all of the individual elements that make Open Lead...

  • Users

    Add your Users Add all of your users to your account first thing. You do not need to share their login information with your users until you are ready for them to begin using Open Leads, but having th...

  • Types

    Create your Types No matter which template you choose for your initial setup, you may want to go in to your Types settings and make sure that the Types that are in your account are labeled to your sat...

  • Custom Fields

    Add your Custom Fields Every Open Leads account includes what we call General Fields - these are the ones that are common to all contact forms, and are your basic contact information. Included in Gene...

  • Design Your Forms

    Design your Forms Create as many forms as you need to enter data into your account - from your website, call center, front desk or sales office. Forms can be used internally from within Open Leads to ...

  • Configure your Sales Status/Pipeline and Opportunities

    Configure your Sales Status/Pipeline and Opportunities Some users elect to keep track of a simple Sales Status and Pipeline record, and Sales Opportunities within Open Leads. While not required, it ca...

  • Plan and configure your Workflows

    Plan and configure your Workflows Think of your Workflows as containers for multiple processes that are to be applied to leads with a single step. Workflows can be applied automatically via the submis...