ChapterBuilder offers a great solution for managing your leads. The Lead List allows you to manage, sort, filter, and work with the leads on your list.
Check out the video below for a quick walk through!
A lead list can easily be overwhelming as we continue to add more and more leads to it. To assist you with managing your leads more easily, we created filtering option. Filtering allows users to filter their leads by specific criteria selected by the ...
Do some of your leads have multiple profiles? Did you know you can now Manage them through the Manage Duplicate feature? Check out this video that walks you through the feature!
How to enable specific information to be share 1. Navigate to your "Settings" tab by using the left-side navigation bar. 2. There you will need to find the "Fields" tab and select it. There you will see all your fields. 3. For each field you will see ...
A lead list can easily be overwhelming as we continue to add more and more leads to it. To assist you with managing your leads more easily, we created filtering option. Filtering allows users to filter their leads by specific criteria selected by the ...
A lead list can easily be overwhelming as we continue to add more and more leads to it. To assist you with managing your leads more easily, we created filtering option. Filtering allows users to filter their leads by specific criteria selected by the ...