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39 articles for “import leads”
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- Import Lead List Adding, importing and the buttons at the top Import Import opens the importer: CSV, Excel and more, up to 700,000 rows at a time. Past imports (on the arrow) lists the latest imports: the file, when, who ran it and how many leads it brought in. Brought …
- What each permission does Managing Users Roles and permissions What each permission does … rough their own Authentication Code, found on their Profile page. Leads Add History Entry When ticked, they can add a history entry only on leads that are assigned to them. When it is not ticked, that …
- What each permission does Permissions Grid What each permission does … rough their own Authentication Code, found on their Profile page. Leads Add History Entry When ticked, they can add a history entry only on leads that are assigned to them. When it is not ticked, that …
- The page at a glance Lead List The page at a glance From top to bottom, the page is made of these pieces: Part What it does Add Lead and Import Add a single lead by hand, or bring in many leads from a spreadsheet (CSV) file. View and Manage views Pick …
- The panels Lead Detail The panels … has been set up to track. Read-Only Fields show data captured at import or from a form that cannot be edited here. Lead Status/Pipeline — where the lead sits in your sales process. Types — labels use …
Articles
- Lead List How to use the Lead List: views, search, filters, columns, Apply to view on thousands of leads at once, Activity & Undo, adding and importing leads, and finding and merging duplicates.
- Lead Detail … amic and Fixed. Help opens this page. Next and Previous step through the leads in your current list without going back to it. The opportunity bar Across the top of the record sits the opportunity summary: the lead's valu …
- Reporting How to use Reporting: ready-made reports, building your own with breakdowns, numbers, filters and charts, comparing periods, seeing the leads behind any number, idle leads, reporting across accounts and groups, and saving, sharing, scheduling and exporting reports.
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Managing Users
Add people to your account, choose what each person can see and do, switch someone off without losing their leads, and remove people who have left. Covers roles, every permission, managing several accounts at once, and the Who can...? page.
Jump to: What each permission does
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Permissions Grid
… . Tags show You, Account Owner and Disabled. Role Administrator or User. Leads Which leads a User can reach: Own leads only, View all leads, or View and edit all. An administrator shows Every lead. The permission columns …
Jump to: What each permission does
- Manage Types … n use, and delete a type safely. Types are the colored labels you put on leads to say what kind of lead each one is: where it came from (Website Lead, Walk In, Trade Show) or how interested the person is (Hot Lead). The …
- Reporting Guide Leads Behind a Number Every underlined number in a report can be clicked to see exactly which leads make it up. It turns a report into a work list: click the idle leads for one salesperson, the leads from one source that were lost, or the leads that were never contacted, and work them straight away.
- Manage Forms … he Add a field panel. Type a Name. This is the field’s own name, used on leads and in reports. It can be up to 50 characters. Choose a Type. A line under the box explains each type as you choose it. For a Dropdown, Radio …
- The Tasks Tab The Task Tab is your quick view of your Open Leads Tasks or your online "To-Do" List. The Task Tab consists of your Calendar and your Tasks List.
- Manage Workflows Workflows apply a whole set of actions to a lead in one step: status, pipeline stage, types, users, automatic emails and tasks. This guide shows how to find, add, organize, copy and delete workflows on the Workflows page, and how to apply them to your leads.
- Reporting Library … keep your version under My reports. Reports marked New use tracking Open Leads only recently started recording. They fill up from the day tracking began. The Accounts & groups category only appears if you can report on m …
- Reporting Guide Numbers Explained … underlying counts: the total win rate is all wins divided by all closed leads, not the average of each row’s win rate. That keeps a row with three leads from carrying the same weight as a row with three thousand. Leads …
- Reporting Guide Data Source … new source. Step 1 in the builder is the row of data sources at the top. Leads & pipeline One row per lead. This is the most flexible source: break leads down by source, form, status, opportunity, stage, type, assigned u …
- Manage Fields How to manage your custom fields: add a field and choose its type, build the choices for dropdowns, radio buttons and checkbox groups, edit and copy fields, organize them into categories, drag to reorder, move several at once, see which leads and forms use a field, search and filter the list, and delete a field safely.
- Reporting Guide Troubleshooting … ter date range, remove a breakdown or add a filter, then try again. Open Leads could not connect to the database server the account is on Usually brief. Click the refresh button in a minute. The data was busy being updat …
- Reporting Guide Exporting Reports … he numbers in Excel, Google Sheets or Numbers. CSV Comma-separated text. Importing into other systems. PDF A tidy printable copy of the table. Emailing or filing a copy. Excel 97-2003 (.xls) The older Excel format. Old v …
- The Dashboard A complete walkthrough of the Dashboard: the four summary tiles, the breakdown charts and how to click through to the leads behind them, Upcoming Tasks in list and calendar view, Pipeline Value, Time to First Touch, and how to rearrange, hide and save up to three layouts of your own.
- Reporting Guide Breakdown Guide A breakdown decides how the rows of a report are grouped. Break leads down by Lead source and you get one row per source; break them down by Month and you get one row per month. A report can have no breakdown (just the totals), one breakdown, or two.
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Reporting Guide Accounts Groups Access
… e Groups page and it holds at least one account you can report on. Which leads you see Your role in an account You see Admin, or a role that can see all leads Every lead in the account, and account-wide reports such as f …
Jump to: Which leads you see
- Reporting Guide Speed to Lead … ll. How it is measured The clock starts when the lead is created in Open Leads. It stops at the first contact: the earliest outgoing email that was sent to the lead, or the earliest call, text or visit logged by a user, …
- Reporting Guide Idle Leads Leads that nobody follows up on are leads you lose. The Lead follow-up reports find them: open leads that no one has touched for a number of days you choose, who they belong to, where they sit in your pipeline, and how long they have been waiting.
- Workflow Detail … what the workflow is called everywhere you choose it: on a lead, on the Leads page and on forms. Pick a name that says when to use it. Email notice – the email addresses that get a notice each time this workflow is appl …
- Forms … and delete forms, and spot forms with no spam protection. A form is how leads get into your account without anyone typing them in. You put a form on your website, a visitor fills it in, and a new lead appears in OpenLea …
- Reporting Guide Some questions cannot be answered from what a CRM normally keeps. A lead only stores its current status, so you cannot tell when it moved; a form only knows the leads it produced, not how many people looked at it. Along with Reporting, Open Leads started recording the extra details these reports need.
- Reporting Guide Team Activity Two data sources show what your team does: Team activity counts the work done on leads, and Team usage counts how people use Open Leads itself.
- Manage Messages … om or Subject to edit it. The row opens in place: Name – the sender name leads see in their inbox, for example your business name or your own name. Reply To – where replies go when a lead answers the email. Subject – the …
- Reporting Guide Pipeline Movement and History A normal leads report shows your pipeline as it is right now. Two newer data sources show how it got there: Pipeline movement counts every change of status, and Pipeline over time shows how the pipeline stood on past days.
- Reporting Guide Filters Step 4 of the builder, Only include, limits a report to the records you care about: one source, a few statuses, leads assigned to certain people, tasks of one type, and so on. There are two kinds of rule: filters, which decide which records are counted, and Only show rows where a number…, which hides rows after they are counted.
- Openleads Email Permission Policy Whom you can email Openleads allows you to import lists of your contacts into your account. As long as each contact on the list has given you permission to email them, you can do so. There are two types of permission you …
- Reporting Guide Forms Campaigns Marketing Since Reporting started, Open Leads counts every time one of your hosted forms is viewed, so you can see how many visitors turn into leads.
- Message Library The Message Library holds every saved email in your account. This guide shows how to find, add, preview, copy and delete messages, and how to keep them organized in categories with drag and drop.
- Reporting Guide Task Reports … h task is counted against the person it is assigned to. Tasks on deleted leads are left out, and tasks on archived leads only count if you tick Include archived leads. Tasks not on any lead are included and show as (No l …
- Reporting Guide Schedule Report Emails … t’s table (the first 25 rows) and a link to open the full report in Open Leads. Unless you chose In the email only, the report is attached in the format you picked, with all its rows. Without a subject of your own, the s …
- New Message Builder This guide covers the whole builder.
- Reporting Guide Reading Results … Hover over a bar, slice or point to see its value. Click it to list the leads behind it. The table One row per breakdown value (or pair of values), with every number you chose, and a Total row at the bottom. Click a col …
- Reporting Guide Sharing Reports … he report counted with their own access: someone who sees only their own leads sees the report for their own leads. Accounts in the report that the person cannot report on are left out for them. Reports shared with you a …
- Reporting Guide Charts Sorting … t change what is counted. Chart types Chart Best for Automatic Lets Open Leads choose (see below). Columns, Bars Comparing rows. Bars suit long names, such as sources or people. Line, Area Trends over time. Pie, Donut Sh …
- Reporting Guide Date Range, Dates By … t the report is counting: Data source Dates you can choose What it means Leads & pipeline Date created, Date last modified Date created counts leads that came in during the range. Date last modified counts leads that wer …
- Openleads Anti-spam Policy At Openleads, we take Spam seriously. Many people today are unaware that there is a cost associated with sending unwanted or unsolicited email. For small businesses and non-profit organizations the principal costs are po …
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