Setting Up Your Lead Manager
🎥 Setting Default Lead AssignmentsVideo Tutorial: Set your default lead assignments
🎥 Setting Incoming Lead NotificationsVideo Tutorial: Who gets notified when you have a new lead? Learn how to specify who is notified here.
🎥 Customizing Your Lead SourcesVideo Tutorial: Customize your lead sources
🎥 Customizing Your Service TypesVideo Tutorial: customize your service types
🎥 Customizing The Reasons Why A Lead Didn't Book YouVideo Tutorial: Customize your list of reasons to better suit your business and track important data to increase your booking success.
🎥 Customizing Your Booking Process / Sales FunnelVideo Tutorial: Customize your lead status to personalize your booking process
Using your Sales Workflow to Keep you on Task and Drive SalesKick off Lead Manager Workflow Automation By Creating Custom Sales Workflow Templates
🎥 Adding Custom Fields To Your Lead RecordsVideo Tutorial: Add Custom Fields To Track Any Additional Information That's Most Important To You