Setting Up Your Lead Manager
By Sara1 author8 articles
- 🎥 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