Start a conversation

Best Practices

  • Managing your Pipeline - Opportunities and Status

    Under Settings you will see that the icon called Opportunities has been replaced with Pipeline - we made this change to the nomenclature to better clarify the functions of this feature. Here is where ...

  • Take advantage of advanced features in Open Leads

    Open Leads is more than just an inbox or database or contact list. Elements such as Workflow, which is configured by your Account Administrator, can automate much of the sales process. User features, ...

  • Selecting Leads for a "Mass Apply" feature

    If you desire to apply a mass feature (i.e adding a task to multiple leads at once, sending a mass email, assigning a user) to several of the leads from your leads list it may be helpful to use the ch...

  • Managing your Views

    One of the most handy ways to manage the views you have previously created is to use the View management function. Near the top of your leads list select the Manage Views link located directly across ...

  • Manage your Leads using Types

    The Types system in Open Leads gives users a great deal of flexibility in managing and sorting your leads. While the Opportunities and Pipeline System allows you to flag a lead as a Hot, Warm, Cold or...

  • Working your leads

    For the end user, working your leads in Open Leads is extremely simple and easy. When you open the Lead Detail Screen, you see all of the contact information that is available for that lead and any pe...