SalesExec Lead Manager Screen

Things you can do on the Lead Manager Screen

Gabriel Buck avatar Nathan Watkins avatar Heath Warren avatar
18 articles in this collection
Written by Gabriel Buck, Nathan Watkins, and Heath Warren
How To

How to Export Leads from the Lead Manager

Exporting leads via Excel is necessary from time to time to move them into other reporting solutions or third party applications
Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

How to Add a Lead

Adding new leads to the Lead Manager
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Close a Lead from Lead Manager

Update status of a lead to closed moving the lead to a won or closed status, feeding reports and ensuring the end of a lead lifecycle.
Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

How to Add Leads to a Email Nurture Campaign

From the lead managers screen you can add multiple or individual leads to an email nurture campaign
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Use Email to Engage with Your Prospects

Send manual emails from the lead manager screen in bulk or individually to any prospect or lead
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Import Leads

Import large lead lists from Excel right into SalesExec and use the routing feature to distribute leads to your users
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Import Leads into Holding Bin

Import leads into holding bin to track direct mail response. Use a promo code assigned to each lead and track all response
Nathan Watkins avatar
Written by Nathan Watkins
Updated over a week ago

How to Use Pipeline

Use pipeline to estimate your open and pending sales. Pipeline can help give you a better picture of receivables and future sales.
Heath Warren avatar
Written by Heath Warren
Updated over a week ago