Create a chart on your Home Page Dashboard called ‘Leads Not Contacted’ to show you an up-to-date number of Leads received and not followed up. Check out this video tip.

See how to create an essential chart on your Home Page Dashboard for ‘Leads in Progress’ – be on top of your prospects and close deals. Check out this video…

How do we get accurate lead reports when converting to a client changes the analytics? See our minute video here.

Working in the Leads module to find leads that have a phone number and an email address. On the left of the screen, find FILTER LEADS BY. Tick the check…