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General Settings and Configuration

Detailed information on setting up and configuring your Open Leads account

  • Workflow Sorting and Categorization

    Open Leads also gives Administrators the ability to categorize and sort their Workflows. This process is extremely useful and important to setting up both basic and more complex Workflows or combinati...

  • Settings

    The Settings Tab contains links pertaining to the setup and administration of your Open Leads account. On the Settings Tab, the account administrator (or users who have been given the appropriate leve...

  • Personal Profile

    The Personal Profile, accessed under Settings>Personal Profile, is where you edit everything associated with your login account in Open Leads. Here you can edit your email address used to log in and t...