Lead Dolphin Helpdesk

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