Blogs about: Hints Tips And How Tos
Featured Blog
Analyzing your data: Views and PDF Reports
How many new leads did you receive last month? How many sales were closed? Does one of your sales staff have way too many “No Sales?” The answer to these types of questions are easily foun… more →
Open Leads Blog
Analyzing your data: Views and PDF Reports
Adam Brooks wrote 2 weeks ago: How many new leads did you receive last month? How many sales were closed? Does one of your sales st … more →
Email Bounce Handling
Adam Brooks wrote 7 months ago: Open Leads is committed to maintaining high deliverability rates for email that is sent out from our … more →
Download User Guide
Adam Brooks wrote 8 months ago: Many users have requested a simple user guide that they can print out to supplement the online help … more →
New Feature: Lead Details in Task Reminders
Adam Brooks wrote 8 months ago: We just added a new feature sure to be popular amongst the road warriors using Open Leads. Now, when … more →
New Feature: Modified Date
Adam Brooks wrote 8 months ago: Users have a valuable new tool to track their activity with leads in their account. The date the lea … more →
Tech Support: We are at your service!
Adam Brooks wrote 10 months ago: Getting assistance with your Open Leads account is a just a click away! Sometimes the online Help se … more →
Importing Leads
Adam Brooks wrote 11 months ago: Open Leads makes it simple to import your existing lead list. Many users are moving their leads from … more →
Understanding Workflows
uncamt26 wrote 1 year ago: One of the most useful but frequently misunderstood features of Open Leads is the Workflow. A workfl … more →
Where did my Actions go?
Adam Brooks wrote 1 year ago: In the latest release, “Actions” have been replaced with “Tasks.” Tasks are … more →
Creating Management "Reports" using Views
Adam Brooks wrote 1 year ago: Sales Managers using Open Leads can create Management “Reports” using the filtering and … more →
Manage your list with Types
Adam Brooks wrote 1 year ago: The Types system in Open Leads gives users a great deal of flexibility in managing and sorting your … more →
Updated Workflows
Adam Brooks wrote 1 year ago: The release of the latest version of Open Leads includes a revised Workflow system. While functionin … more →
Using the Sales Pipeline Feature
Adam Brooks wrote 1 year ago: The Sales Pipeline and Status feature, which is located on the right side of the Lead Detail Screen, … more →
AJAX Updates
Adam Brooks wrote 1 year ago: We have just added some additional AJAX updates to Open Leads, which have streamlined additional edi … more →
Adding a new lead using a form
Adam Brooks wrote 1 year ago: Using forms has always been the easiest and most productive way to manually add a new lead to your O … more →
Email-in Leads
Adam Brooks wrote 1 year ago: One of the most attractive features of Open Leads is its flexibility. Open Leads has always been an … more →
What are "Tokens," anyway?
Adam Brooks wrote 1 year ago: “Tokens” are placeholders that can be used in your mass emails, autoresponders or email … more →
Signature / Profile
Adam Brooks wrote 1 year ago: We have added the ability to create a custom Signature for your emails as well as a Personal Profile … more →
Lead Tracking
Adam Brooks wrote 1 year ago: This one is a little on the complex side of things, but in a nutshell, “Lead Tracking” i … more →
