Create Templates for Canned Emails A canned email is an email with content copied from a template. All your users need to do to send...
Enforce Deal Creation During Lead Conversion Depending on the nature of your business, you may want to require a new deal to be created during lead...
Define Your Lead Sources Leads can come from different sources like your website form, email inquiries, trade shows, purchased industry lists and more. In...
Publish a Lead Form in Your Website [ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ]This feature requires a Plus subscription plan or higher.[/ht_message] Web forms are a...
Automatically Generate Leads from Incoming Emails [ht_message mstyle=”info” title=”” show_icon=”” id=”” class=”” style=”” ]This feature requires a Plus subscription plan or higher.[/ht_message] If you have some...