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Knowledge base
General
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.
Planning Your Day
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
Manage Leads
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
View all 6
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
Manage Campaigns
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
People
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
Club Goals
0
Club Reports
1
Understanding your Reports Page
Club Settings
2
Digital Guest Register
Chained Clubs
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