Lead Dolphin User Guide
The Daily Agenda is where you can see all your appointments and calls in one report.
The tabs in the upper left let you filter the view by date. The ...
Fri, 4 Aug, 2017 at 3:23 PM
The following steps will help you to create an email template from scratch. Create a Template
Click the Templates icon located on the Home Page
Cr...
Wed, 27 Dec, 2017 at 10:54 AM
Sending a Blast/Bulk Send 1. Go to Leads Dashboard 2. Use filters to get desired target audience (see Lead Dashboard in User Guide) 3. Select top chec...
Thu, 31 May, 2018 at 12:24 AM
Echo is one of LeadDolphin's top lead collection/prospecting tools. These links can be shared by SMS, email, or even posted on Facebook, Twitter and o...
Mon, 26 Jun, 2017 at 12:27 PM
The reporting page is very customizable and can be tailored to view only the data in which you're interested. It will show metrics for all the clubs t...
Sat, 17 Jun, 2017 at 2:20 PM
The TI form (telephone inquiry) replaces a club’s current paper log system by allowing the direct input of incoming calls into the lead management system....
Sat, 17 Jun, 2017 at 2:16 PM
The Calendar page gives you a heads up view of all the sales reps' appointments for one day. You can move forward and backwards by one day by clicking...
Sat, 17 Jun, 2017 at 6:56 PM
Sometimes something in your browser doesn't happen like you expect it to. One of the quickest and easiest things to do is to clear your browser's ...
Sat, 17 Jun, 2017 at 1:57 PM
API (Application Program Interface)
The means by which the LeadDolphin system communicates and shares data with our integration partners, including bill...
Sat, 17 Jun, 2017 at 2:11 PM
This is the outline of Day 1 Training. It will be revised as updates occur. Please email jen@leaddolphin with any questions or training meeting requests.
Tue, 27 Jun, 2017 at 5:48 PM