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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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Manually Adding Contacts to Lists The contacts that are added to lists depend on the parameters you set. Sometimes, contacts fall through the cracks when you create a list, so to compensate, Lead Gen & CRM enables you to manually add a contact to a list. Last Updated 12/04/23
Life of the Lead Icons and Overview The Life of the Lead displays information on a lead's interactions with your website or content. The record of these interactions is saved to a timeline in Lead Gen & CRM. Last Updated 12/04/23
Using Advanced Search in the Contact Manager You can create an advanced search to identify leads based on specific profile attributes. When creating advanced searches, you can create a new search, use a saved or recent advanced search, or set a saved search as the default within the Contact Manager. Last Updated 11/06/23
Understanding Lead Status Lead Gen & CRM has different lead statuses to help you organize your marketing and sales efforts. These statuses detail how a lead or contact interacts with your business with the potential of becoming a customer. Last Updated 11/06/23
Using Views in the Contact Manager The information displayed in the Contact Manager can be customized to suit your needs. You can save this information in individual viewable displays. Last Updated 07/11/24
Editing and Reassigning Leads in Lead Gen & CRM You can edit a lead's record both directly through that contact's profile and through the Contact Manager. These edits, or lead field changes can also be used to kickstart your action groups through automation. Last Updated 07/11/24
