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Open Leads Core Elements

Navigating your account and the different sections, purposes and uses

  • The Dashboard

    The first screen you see when you log into Open Leads is the Dashboard. The Dashboard is a snapshot of your account, showing recent unread Leads and graphical representations of account activity. Addi...

  • The Leads Tab

    Leads are viewed from the Lead List, which is accessed via the Leads tab in your account. This Lead List functions much like an email in-box, with new, unread Leads listed at the top, and highlighted ...

  • "Apply to view" dropdown menu

    Just above the far right column on the lead list is a dropdown menu which allows you to apply processes to the list of leads which are displayed in your View. The options displayed in this dropdown va...

  • Tasks

    Tasks are “To-Do” items and can be assigned to a Lead (for something like a Follow Up Call), a user, and can be Scheduled or Non-Scheduled. Adding and Editing Tasks Tasks are generally added as needed...

  • The Lead Detail

    Clicking on any lead in the lead list opens the Lead Detail. The Lead Detail screen provides an expanded view of all the data contained in the lead record. From this screen, you may edit any element o...

  • The Tasks Tab

    The Task Tab is your quick view of your Open Leads Tasks or your online To-Do List. The Task Tab consists of your Calendar and your Tasks List. The calendar displays the selected day or days in a red ...

  • Lead Status/Pipeline

    This feature provides users the ability to track the progress you've made in the sales process with that lead. Keep in mind that you must either be an account administrator or assigned to the lead in ...

  • Lead Data Fields

    Fields are the individual components of the Lead record, containing specific pieces of information. Your account initially contains only the basic contact fields (First Name, Last Name, Address, etc.)...

  • Grouped Leads

    Open Leads allows you to group, either manually or automatically, leads that have some relationship to each other. This could be different leads from the same person who came in from different sources...

  • Mailing Labels a.k.a Mail Merge

    The purpose of a mail merge is to allow you to print out a mailing labels for all or a selected group of your leads. If you wish to only print out a portion of your leads simply create a view or use a...