Lead Management

Automation Rules

• Add A New Prospect/Lead Type
• Adding Automation Tags
• Automation Conditions, Triggers, and Actions
• Best Practices: Automation Rules for Birthdays
• Best Practices: Automation Rules for Late Cancel Fees
• Best Practices: Automation Rules for No Show Fees

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Lead Management Dashboard

• Advanced Business Automation: Lead Management Dashboard
• Create A Marketing Campaign & Generate Report For Return On Investment
• Creating A Referral Type
• Lead Management Dashboard - Leads Not Showing
• Setting A Default Lead Type
• Troubleshooting: Tasks Not Being Assigned Correctly