Adding & Managing Leads
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Lead Videos & Tutorials
Leads
There are several ways to add a new Lead and also set some cool automations for welcome emails and educational drips.
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Adding & Managing Leads
Managing hundreds or even thousands of leads can be a challenge, so we have developed tools to make your life easier.
Tutorial
This overview will cover the general overview of the Leads tabs system and show you how to trigger automated actions and campaigns.
Tutorial
Step-by-Step tutorial on how to manually enter a new lead, set the assigned Sales Rep, trigger automations and define statuses.
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Here we will show you what happens when a lead fills out one of your custom web forms and the options for notifying of the new lead.
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Importing is an easy way to initially load up your account, but there are a few important things you will need to know..
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Here we will break down the pros and cons of using DisputeFox to market to new leads and advice on what you should do.
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Here is where the power of AutoFox comes into play! This action will trigger a few sequences and allow you to assign leads to people.
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Affiliates can be the be source for getting new leads. Here we will show you how it all works.
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AutoFox can be used to send Welcome Emails, or trigger email and SMS campaigns over time to help nurture or educate your leads.
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Pulling a fresh credit report will help you close the deal! Here we will show you how it works.
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Maintaining detailed notes can be key in closing deals over time. In this tutorial we will show how to take advantage of these tools.
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What you need to know about converting a lead to a client. There are Automations that take over and new campaigns to be sent.
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Not every lead will be a good one unfortunately... so here is what you should do to keep your list fresh.
Tutorial