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Organizing and Categorizing Leads

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Ways to keep the leads organized and easily segmented

  • Import Review
  • How to Filter using Labels
  • Import Engagement Best Practices
  • Recovering a Trashed Lead
  • Trashing Leads
  • Pond Accounts and How They Can Help with Lead Management
  • Office Hours Webinar Ep.1 - Email Deliverability Tips
  • Auto-Reassign Overview
  • Label Manager Walkthrough
  • Creating a Saved Filter
  • Timeframe To Buy and Sell
  • Reassigning Leads
  • Import Fields Descriptions
  • How to Import Leads into CINC
  • How To Merge Duplicate Leads
  • Export Leads
  • How is the Timezone identified for leads?
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