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The FS Helpdesk Experience !

Sales

Lead(24)

  1. Import Lead Statuses
  2. Making Edits to Lead Information Using the 360 View
  3. Creating Territories
  4. Creating Regions
  5. Advancing a Lead's Workflow Step
  6. Adding Your Calendly Link
  7. The Lead List in Grid View
  8. Edit A Lead - Add Note
  9. Edit a Lead – Inline Edits
  10. Merge Failed Leads
  11. Import Leads
  12. Create a Lead Source
  13. Add a New Franchise Sales Lead
  14. Create or Edit a Lead Status
  15. View Failed Leads
  16. Send FDD
  17. Performing Group Actions From The Lead List
  18. Lead List At-A-Glance
  19. Lead List - Static Search
  20. Lead List - Filters
  21. Lead List - Columns
  22. Lead List - Save Default
  23. Set Up a Lead Parser
  24. Edit Workflow Steps

Sales FAQ(4)

  1. What is a Lead Parser?
  2. My leads aren't parsing into my Lead List and not being recorded under Failed Leads??
  3. What is an ALC?
  4. How Do Time Zones Work with My Leads?

Events(3)

  1. Delete a Recurring Event
  2. Edit a Recurring Event
  3. Create a Recurring Event