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What is... ?

Some unique features of Open Leads, and the terminology that goes along with them

  • A "View"

    A View in Open Leads is simply a saved collection of filters. On your Leads tab, starting from the current view of All Leads, you can filter your leads by a variety of criteria, such as date added, et...

  • A "Workflow"

    A Workflow in Open Leads is basically a macro, like you would use in a spreadsheet. It is a single process that apply's several actions to a single lead. For example, a Workflow can be configured to a...

  • An "Email Token"

    Tokens are widgets used to customize and personalize your message by using by allowing you to merge lead data into each email that goes out.  For example, you can create a message with a personal gree...

  • "Opted-out"

    Every mass email message that is sent from Open Leads is required to have an Unsubscribe or Opt-out link included. This allows recipients to choose not to receive further email communication from you ...

  • "Call Logging"

    Call logging allows user to quickly note that they have called a prospect, and record the notes regarding that call in the History section of the Lead Detail Screen: To log a call, simply click the li...

  • "Lead Following"

    Each form in Open Leads has the ability to add several features, including Lead Following The lead following option is useful when you are using Open Lead forms for items such as work orders or servic...