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Using your Dropbox
... Using your Dropbox Once you've set up your Dropbox you can start sending emails to it. Typically there are two ways that you might send emails to yo ...
Converting Leads
... Converting Leads Leads usually consist of information about a Person (or people), an Organisation and, potentially, a sales Opportunity . Only ...
Campaign Membership
... Campaign Membership Tracking and managing members ( People , Leads or Organisations ) that are being targeted by a specific Marketing Campaign ...
Displaying & Adding Leads
... Displaying & Adding Leads To view the sales Leads on your database either: Click on Start > Sales > Leads ; or: ...
Introduction to Leads
... Introduction to Leads Leads in Workbooks are used to record details of a person and/or organisation who you have not yet qualified as being a 'real' pro ...
How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process?
How do I get fields to map / transfer from the Sales Leads to other objects created during the sales lead conversion process? I have custom fields on the Sales Lead and I need them to be automatically transferred to the People, Organisati ...
Sales Leads that are not members of a marketing campaign
How can I compile a report that shows all the sales leads that are NOT members of a particular marketing campaign? At first the simple answer to At first the simple answer to this question might appear to be to create a report based on Sales ...
Leads - reassign to another sales rep
Can a group of leads be easily reassigned to another sales rep? For example can you search for leads by various criteria and then reassign all or some of the leads from the search resuts to a specific sales rep? Hello - Right now you'll ne ...