25 docs tagged with "leads"

What this page is — the four engagement tabs on a lead record: Activity Log, Comments, Emails and

What this page is — the rules that hand a lead to Orbit Vox for an automated outbound call.

What this page is — the ordered rules that decide who receives a lead the moment it is created.

What this page is — the actions that apply to many leads at once: assign, update, change status,

What this page is — the rules that turn a qualifying lead into a contact.

What this page is — the rules that turn a qualifying lead into a deal with a value, and the field

What this page is — extra fields you can add to the lead record, defined once and available on

What this page is — how to load leads from a spreadsheet, and how to get them back out.

What this page is — the API contract for creating leads from outside the application: the endpoint,

What this page is — the list of users who are allowed to own a lead.

What this page is — the letter grades a lead can carry, and where the letters come from.

What this page is — how to create a queue and choose who may take leads from it.

What this page is — the configured list of channels a lead can arrive through: Google Ads, a

What this page is — the map of Orbit Pulse: which eight modules make up the CRM, what each one

What this page is — the pipelines a lead can travel, and the statuses that make up each one.

Route Open the Pulse report builder (view) / Manage saved reports

What this page is — the rules that award points to a lead, and the action that applies them.

What this page is — a grouping layer above lead sources, so Facebook Ads and Google Ads both

What this page is — an explanation of the four different indicators of lead quality that Pulse

What this page is — the kanban view of leads, one column per status, where dragging a card moves

What this page is — the full record for one lead: identity, ownership, qualification, custom

What this page is — the entry point to lead configuration: eight sections holding everything you

What this page is — the leads table: the screen most people have open all day, with its ten

What this page is — the API keys that let an outside system create leads, and the log of everything

What this page is — the Queues tab of the leads list, where an agent takes the next lead from a