Lead Dashboard

How to use the Lead Dashboard
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. ...
Mon, 30 Jul, 2018 at 12:16 PM
Example searches in the Lead Dashboard
Here are some examples to illustrate the power of the Lead Dashboard. Many of the examples below take advantage of the Advanced Search features. In orde...
Mon, 30 Jul, 2018 at 12:15 PM
Bulk Assign Leads to a Sales Rep
Go to your Lead Dashboard Select Dates  Choose an Operation Update Leads Information Check top box to choose all (and select all ...
Thu, 30 Jun, 2016 at 6:43 PM
Sending Bulk Email Templates
All profiles created or synced with Data Track can be found on the Lead Dashboard.  You can filter your search to drill down to an exact target group. ...
Thu, 7 Jul, 2016 at 10:40 AM
Manually managing duplicate leads
One way of manually managing a lot of duplicate leads is to leverage the sorting capabilities of the lead dashboard. Go to the Lead Dashboard and conf...
Wed, 14 Feb, 2018 at 5:08 PM