Lead Dolphin Helpdesk

Lead Dolphin User Guide 32

• How to Login
• How to Change or Request a New Password
• How to submit a support request
• Team Members management
• How to use the Digital Guest Register (DGR)

View all 32

FAQ 8

• Glossary of Common Terms
• Clearing your Cache
• Force quitting an app in iOS
• How email to prospects/members works
• How to change your password

View all 8

Developer API 1

• Creating Prospects / Leads from emails.

Calendar 5

• View the Calendar
• Create an Appointment
• How Events Sync with ABC Financial / DataTrak
• Sync your Lead Dolphin calendar with Google Calendar
• Sync your Lead Dolphin calendar with Outlook

MAB (Master Appointment Book) 1

• Working with the MAB

Daily Agenda 1

• Daily Agenda

Add Lead 2

• Lead Dashboard - Add a Lead
• Adding referrals

Lead Profile 6

• Lead Profile
• Transferring leads to a sales rep
• Sending One-off SMS
• Hubspot integration
• Duplicate Prevention

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Lead Dashboard 5

• How to use the Lead Dashboard
• Example searches in the Lead Dashboard
• Bulk Assign Leads to a Sales Rep
• Sending Bulk Email Templates
• Manually managing duplicate leads

Sonar Campaigns 9

• Create a Campaign
• Sending an Email or SMS Campaign
• How to manually assign a campaign
• Send a Personalized SMS or Email to Individual Leads or Members
• Creating a Campaign with an E-mail Template

View all 9

Echo Campaigns 3

• Creating a Webform (Echo) Campaign
• View your webform results
• View webform results of a yes/no question

E-mail Templates 6

• Cloning an Email Template from an existing email
• Create an E-mail Template
• Cloning an Email Template From an Existing E-mail
• Create an E-mail Template from Scratch
• How to personalize an email

View all 6

Telephone Inquiry 1

• Filling out a Telephone Inquiry

Digital Guest Register (DGR) 3

• How to use the DGR
• Set up the Guest Register on your club's tablet
• Configuring the Digital Guest Register (DGR)

Team Members 4

• Removing users from Lead Dolphin
• User permissions
• Setting up your e-mail signature
• Scheduling and the UPS List

Club Goals 0

Club Reports 1

• Understanding your Reports Page

Club Settings 2

• Digital Guest Register
• Chained Clubs