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What's New
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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Setting Account Tags Lead Gen & CRM offers several different ways to segment or group accounts. Account tags are a way to group any number of accounts together under a similar label. Last Updated 07/26/24
Archiving (Deleting or Removing) Accounts While Accounts cannot be deleted from your Lead Gen & CRM instance entirely, they can be archived, either individually or in bulk. Last Updated 09/06/24
Log a Call in an Account's Contact 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. Keep track of calls between sales representatives and account contacts. Last Updated 07/25/24
Accounts Overview 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. Accounts contain information about contacts, opportunities, and organizations. Last Updated 10/07/23
Using Views in the Account Manager The information displayed in the Account Manager can be customized to suit your needs. You can save this information in individual viewable displays — or views, for short. Last Updated 07/26/24
Deleting Views from the Account Manager The information displayed in the Account Manager can be customized to suit your needs. You can save this information in individual viewable displays — or views, for short. If a view is no longer needed, it can be deleted from the Account Manager. Last Updated 07/25/24
Merging Account Records Duplicate account records sometimes occur. It is important to rectify them quickly and avoid losing any information in the process. Lead Gen & CRM allows you to merge records and choose the fields you need to preserve. Last Updated 07/26/24
Using Advanced Search in the Account Manager You can create an advanced search to identify leads based on specific profile attributes. Additionally, you can search by information in both system fields and custom fields. Last Updated 07/26/24
Managing Account Opportunities 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. Opportunities are prospects, based on your products or services. Last Updated 07/26/24
Edit a View in the Account Manager The information displayed in the Account Manager can be customized to suit your needs. You can save this information in individual viewable displays—or views, for short. Last Updated 07/25/24
