Lead Dolphin User Guide
When making an unscheduled call, use this button.
It will record your call outcome and notes in the call folder
You can also schedule a follo...
Sat, 17 Jun, 2017 at 2:25 PM
If someone replies to a SMS/Text or Email, your club email (and any others added) will receive an email notification of the reply. If you are logged into Le...
Wed, 24 May, 2017 at 12:43 PM
How to add a referral
1.Adding a referral is easy. Just click on the Referral Form button in the main menu toolbar to bring up the page for this.
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Sat, 17 Jun, 2017 at 2:18 PM
An appointment can be created 2 ways. 1.Within a profile, using the appointment tab. 2. Within the followup.
Mon, 26 Jun, 2017 at 11:46 AM
The Master Appointment Book, or MAB, is your interface for managing your lead processing schedule.
The search section allows for careful filtering o...
Sat, 17 Jun, 2017 at 12:52 PM
Click the Lead Dashboard button from the main menu. This page will let you filter by many different ways to zero in on the groups you want to market to. ...
Tue, 29 May, 2018 at 1:30 PM
Bulk Assign a Sales Rep Use the Leads Icon to go to your Leads Dashboard Select Dates or Leads/Members to be Transferred Using Filters Choose an Operatio...
Sat, 17 Jun, 2017 at 2:09 PM
To bulk transfer leads from one sales rep to another, complete the following steps:
Go to the Leads Dashboard and click on the rep's name on the l...
Mon, 22 Jan, 2018 at 9:46 AM
The UPS List, or "who's up next?" list, is the automatic system by which new leads are assigned to sales reps. The UPs list appears on the clu...
Sat, 17 Jun, 2017 at 6:53 PM
Click Team Members in the main menu
Click Edit Employee Profile (not Edit User Account)
Click Email Settings in the left navigation column.
In ...
Sat, 17 Jun, 2017 at 6:58 PM