Tag Manager is where you go to manage all the tags in the system. There are many types of tags, from Lead Type tags to general tags, System tags to Lead Source tags. It all can get very confusing unless you consider them all as ways to describe a … [Read more...]
Tag Manager
Posted on March 13, 2013 // 1 Comment
Filed Under: Beta 6, Help, Manager, Tags // Tagged: Closed, Closing Reason, Create, Deal, Delete, Edit, General Tag, Lead Source, Lead Type, Mail Status, Offer Made, Oh Hold, Priority, Prospect, Status, System Tag, Tags, Talking To, Top Priority, Under Contract
Leads Manager
Posted on March 4, 2013 // 3 Comments
The Leads Manager area of SI Lead Manager is your hub to all things leads. This is where you go to find, edit, delete, status and anything else you want to do to a lead. It is designed so that you can filter the information in almost every way … [Read more...]
Filed Under: Beta 6, Front Page, Help, Leads, Manager // Tagged: Mail Status, Priority, Recent, Search, Tag Filter