Lead Dolphin Helpdesk

You should first understand the way user accounts and profiles work on Lead Dolphin. Every employee has one user account. Each user account can have m...

Here are the various permission levels users can have. A check mark represents a function that is permitted. For example, the Guest Waiver (or Digital Gue...

Click Team Members in the main menu Click Edit Employee Profile (not Edit User Account)  Click Email Settings in the left navigation column. In t...

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...