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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
Latest Product Updates
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Managing Tasks in Accounts An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. Tasks can be assigned to your representatives to help move the deal forward. Last Updated 07/26/24
Leaving and Editing Notes in Accounts An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. Leaving notes in accounts helps your team to stay on track and personalize their communication with contacts. Last Updated 07/26/24
Using the Account Manager An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store similar contacts and opportunities in one single location. Accounts help you to understand past, current, and future revenue opportunities. Last Updated 10/07/23
Exporting Accounts An account in Lead Gen & CRM is just like a folder in a digital filing cabinet. Accounts are where you can store all similar contacts and opportunities to one single location. This account information can be exported as a .CSV file. Last Updated 07/26/24
Editing Account Company Information An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a company in one place. Accounts contain information about a company's contacts, opportunities, and tasks and this information can be edited as needed. Last Updated 07/26/24
Mapping Fields During Import Once your Account Import File has been uploaded, you'll need to map your file's fields to Lead Gen & CRM fields. Here's how to map your file fields. Last Updated 07/15/24
Configuring Custom Fields for Accounts An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. While accounts use standard fields, like account name or company phone number, accounts can also use your Lead Gen & CRM custom fields. Last Updated 07/26/24
Importing Accounts Overview Learn how to import accounts into Lead Gen & CRM. An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. Last Updated 07/15/24
Setting Contacts to Accounts An account in Lead Gen & CRM is just like a folder in a digital filing cabinet, where you can store all of the information related to a contact or an opportunity in one place. Adding contacts, or leads, to an account is a smart way to keep track of the individuals associated with a company. Last Updated 07/29/24
Modifying Columns in the Account Manager The information displayed in the Account Manager can be customized to suit your needs. You can add or remove columns based on the information you want to display. Choose from standard and custom fields. Last Updated 07/25/24
