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General Settings and Configuration

Detailed information on setting up and configuring your Open Leads account

  • Templates

    The basics.... When you first signed up for your account, and logged in for the first time, you were given the choice of available Templates to use to pre-configure your account. These templates are n...

  • Integrating Open Leads With Your Website

    Open Leads forms allow for simple integration of your website or other online lead generation efforts. Basic integration of Open Leads with your website or lead generation landing pages involves two s...

  • Account Administrator and Owner

    By default, the first user created when an new Open Leads account is created is designated the Account Owner, and has access to the bIlling section under Settings. Here is where you manage your subscr...

  • Fields

    The Manage Fields screen is used to add additional fields to your account as well as edit and/or remove existing ones. Additionally, you may now create labels (which appear in bold) to organize your f...

  • Forms

    Form Setup To create a form, simply navigate to the Forms icon (located off the Settings Tab). From the Manage Forms screen choose the link named Add Form. You will now give your form a distinctive na...

  • Types

    Types are commonly assigned to a lead to help describe what type of lead it is as well as where it originated from (i.e. Trade Show Lead, Website Lead). Types are also commonly used to indicate the in...

  • Composing an Email Message

    The Manage Messages section, accessed by clicking on the Messages icon located off the Settings tab, is where you can construct and store saved email messages that will often be used as Autoresponders...

  • Sorting and Categorizing Saved Email Messages

    Open Leads gives Administrators the ability to categorize and sort their saved email messages. This process allows you to group specific messages, for example canned Sales Responses into a group for e...

  • Managing Users

    Account Administrators may manage users on their Open Leads account. This includes adding new users (up to a max of 30 per account), and assigning permissions to each user. To add a new user to Open L...

  • Workflows

    A workflow is a device that allows you to automate much of your sales process. Setting up a workflow requires some work, planning, and testing. However, once designed, a workflow can save you a countl...