Lead Profile
This is where all information pertaining to a particular lead is contained. Below the screenshot is a description of the various sections.
The n...
Fri, 24 Feb, 2017 at 12:28 PM
To bulk transfer leads from one sales rep to another, complete the following steps:
Go to the Lead Dashboard and click on the rep's name on the ...
Sun, 21 May, 2017 at 10:45 PM
To send a single, one-off SMS Campaign to an individual, do the following:
Switch to the profile page of the individual you want to SMS
click on their...
Wed, 15 Mar, 2017 at 3:11 PM
If your club uses HubSpot, then your profile pages will have two icons at the top which can provide more information about the lead/member via HubSpot. ...
Wed, 19 Apr, 2017 at 12:02 PM
LeadDolphin has a feature whereby some types of duplicates are automatically resolved. There are lots of different situations in which a duplicate can arise...
Tue, 9 Jan, 2018 at 1:24 PM
If you encounter a message that's been marked as 'cancelled' these are the reasons that may occur.
recipient has opted-out of SMS
in...
Wed, 21 Feb, 2018 at 5:53 PM