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General information on how to perform certain basic tasks or frequent actions within your Open Leads account

  • Reset my password

    Getting a new password for your Open Leads account is easy. Just click on the forgot password link on the sign in page, and enter your email address. An email will be sent to you immediately, which co...

  • Create a drip email campaign in Open Leads?

    Open Leads is a very powerful lead management application, but it has more to offer - including the ability to create very powerful mass email campaigns. Mass email can be used to create drip marketin...

  • Add a lead

    There are three simple ways to add leads to your Open Leads account. Each is detailed in turn. Manual- The most basic way to enter a lead into the system is to simply click on the Add Lead link locate...

  • Add a lead using a form within the app

    p>Using forms has always been the easiest and most productive way to manually add a new lead to your Open Leads account. By entering a lead using a form, you are able to use only the pertinent fields ...

  • View and edit a lead

    To view detailed information on a Lead, simply click on the Lead's Name from the Lead List or Dashboard. From the Lead Detail Screen, you may edit any field that is displayed by just clicking on that ...

  • Mark leads "read" or "unread"

    Mark Unread This feature enables you to mark any lead in your lead list as being unread. To use this option, select the lead you want to show as being unread by checking the check box in the far right...

  • Add a Task

    To add an Task to a lead, click on Add Task in the Task block on the right side of the lead detail screen. This will open the Edit Task box. Give the Task a name, such as Make Follow up Call or Web Co...

  • Complete a Task

    Tasks may be completed from either the Tasks Tab, or from within the Lead Detail. In either instance, the process is the same: To complete a Task, simply click the green checkbox icon next to the Task...

  • Add a Comment

    The Comments feature is extremely useful in documenting all contact with your leads. Each comment is date and time stamped by user. For example, if you have a telephone conversation with your prospect...

  • Filter my Lead List

    When you begin using your Open Leads account its likely that you will be placing a number of leads into your account. While its convenient to keep your leads in the same place, many times you might ne...