You can add Leads in bulk or can create them individually. To add a new single Lead, you will notice a + New Lead button (its red) in the upper right corner of the Home page or on the Leads page. Once selected, you can input the Lead's information. Note, you must include a first name and last name.
Once you complete the information, you can submit or submit and create another Lead. Either way, the Lead you just created will be added to your Lead list (navigate there by click "Leads").
If you want to upload Leads in bulk click on the dropdown under the +New Lead button in the upper left corner (see screen shot below). Click "Import Leads"
Information fields allow users to add stats or quick information to a Lead's profile. To add new information or a new field to a Lead's profile, follow these steps. Navigate to the Lead list (located on the left-side navigation bar, entitled "Lead ...
The ChapterBuilder Event feature allows you to create events with time slots. Time slots help you schedule meetings and 1:1s by creating pre-set timeframes that users can sign up from. You can limit and label these time slots as well. Here is how you ...
You can add Leads in bulk or can create them individually. To add a new single Lead, you will notice a + New Lead button (its red) in the upper right corner of the Home page or on the Leads page. Once selected, you can input the Lead's information. ...
The tag feature allows Council Dashboard users to create custom tags to group Leads or apply specific attributes the community want to track. Council Admin have the ability to create custom tags. You will see the steps below. Creating Custom Tags 1. ...
Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implementing. If you want to learn ...