How To Import Your Old Leads

PLEASE WATCH: Overview For Importing Your Old Leads

Overview

IMPORTANT: Assign New Leads

Setup New Lead Assigned User

1: Go into The Notifications Folder and open New Lead Notification Workflow

2: Change Assign User To YOU

3: Update Notifications as desired

IMPORTANT: Pipelines Explained

(Optional) Follow Up Automation

How To Import Your Old Leads The Easy Way

How To Automatically Organize Your Old Leads (Option 1)

How To Automatically Organize Your Old Leads (Option 2)

How To Automatically Organize, Reengage, and Follow Up With Your Old Leads