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Video Library (Manage Leads)

Learn how to use LeadOutcome's CRM.

Note that you can always take bulk actions to all your leads. You can learn more about bulk actions by using this video:
Manage Leads Overview
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Manage Leads, Leads
6:35
You have two basic ways to search contacts: using basic or advanced search. Basic allows you to quickly find leads based on a certain search term; advanced search allows you to filter contacts based on multiple sets of criteria and save this search as a list for future use.

To do a...
Manage Leads, Leads
4:57
You won’t always need to import an entire list of leads; perhaps you just need to add a new lead after receiving a business card. Adding a single lead is incredibly simple.
Manage Leads, Leads, Adding Leads
2:49
You can go beyond the basic fields (first name, last name, phone, email, etc.) with our Custom Field Groups.  We have 5 types of Custom Fields:
  • Text field
  • Drop Down Options
  • Check Box
  • Date Picker
  • File Attachment
In...
Manage Leads, Leads, Lead Customization
5:02
Using categories helps save you time by categorizing your leads based your pre-determined criteria. While we include a handful of default categories for your use, you can include as many categories as you’d like to group your contacts how you see fit.
 
Use lead categories to...
Manage Leads, Leads, Lead Customization
1:27
The Manage Leads page is the center of activity for monitoring and managing your leads.  The main page displays the basic information about each lead.  The leads with the most recent activity will be at the top of your list.  You can use the category filter, searches, and saved...
Manage Leads, Leads
6:10
To request a demo, submit your contact information and a LeadOutcome specialist will contact you shortly or book a time that works for you. Reserve My Spot
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Getting started with LeadOutcome is quick and easy. Choose your package below.

1) Choose Package2) Registration3) Checkout
Basic

Coming Soon

  • 100 Contacts
  • Lead Import Wizard
  • Limited 1-Click Library
  • Limited Campaigns
Coming Soon!
Premier
$159
per month
  • 10,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Tracking & Scoring, Rules
  • Custom Lead Fields
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Transfer Leads to Team
  • Campaign Kits
  • Marketing Recipes
Professional
$129
per month
  • 5,000 Contacts
  • Lead Import Wizard
  • Unlimited Opt-In Forms
  • Unlimited 1-Click Library
  • Unlimited Campaigns
  • Tracking & Scoring

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