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Support : LeadMachine

How can we help you today? See all 8 articles. See all 8 articles. What is a Pipeline? Adding Leads to Pipelines. Problems with Liquid Templates in the Email Editor. Getting your email to look nice for your customers (Adding DNS Records For My Sending Domain). Connect Wufoo To Your LeadMachine Account. Updating a Lead from a Wufoo Form. Using Wufoo forms with Clickfunnels. Rules and Automation 2. Is the state Ready for Action in Queues the same as unassigned? Having trouble importing your CSV file?

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Support : LeadMachine | help.leadmachine.com Reviews
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How can we help you today? See all 8 articles. See all 8 articles. What is a Pipeline? Adding Leads to Pipelines. Problems with Liquid Templates in the Email Editor. Getting your email to look nice for your customers (Adding DNS Records For My Sending Domain). Connect Wufoo To Your LeadMachine Account. Updating a Lead from a Wufoo Form. Using Wufoo forms with Clickfunnels. Rules and Automation 2. Is the state Ready for Action in Queues the same as unassigned? Having trouble importing your CSV file?
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Support : LeadMachine | help.leadmachine.com Reviews

https://help.leadmachine.com

How can we help you today? See all 8 articles. See all 8 articles. What is a Pipeline? Adding Leads to Pipelines. Problems with Liquid Templates in the Email Editor. Getting your email to look nice for your customers (Adding DNS Records For My Sending Domain). Connect Wufoo To Your LeadMachine Account. Updating a Lead from a Wufoo Form. Using Wufoo forms with Clickfunnels. Rules and Automation 2. Is the state Ready for Action in Queues the same as unassigned? Having trouble importing your CSV file?

INTERNAL PAGES

help.leadmachine.com help.leadmachine.com
1

Deal Actions : LeadMachine

https://help.leadmachine.com/support/solutions/articles/5000049367-lead-actions

How can we help you today? Enter your search term here. Modified on: Sun, 21 Feb, 2016 at 8:49 AM. To to quickly update multiple Deals. At the same time. To narrow your search and find the Deals. You are interested in. Select the Actions. Tab in the Filter. Panel and you will see a checkbox next to each Deal. You can quickly Select All. Tab, or individually select or deselect Deals. When you have the Deals. You want selected, use the Actions. To the Primary Email Address. Of the Deal's Contact.

2

Deal Fields : LeadMachine

https://help.leadmachine.com/support/solutions/articles/5000049370-lead-fields

How can we help you today? Enter your search term here. Modified on: Sun, 21 Feb, 2016 at 8:44 AM. You can think of the Assigned To. Field for a Deal. As the owner of that Deal. The person responsible for converting it into paying business. Depending on your business this may be the account manager or the salesperson this Deal. Belongs to. The Deal. May not be assigned to the same User. You can quickly Filter. To you from the top of the Deals. Must be related to a Contact. Can have more than one Deal.

3

Adding Leads to Pipelines : LeadMachine

https://help.leadmachine.com/support/solutions/articles/5000049337-adding-leads-to-pipelines

How can we help you today? Enter your search term here. Adding Leads to Pipelines. Modified on: Wed, 26 Nov, 2014 at 7:28 PM. Lets you easily track where they are in your business process and take advantage of Pipeline Automation. You can add an existing. From the top menu. Use the icon beside the. Name to bring up a. Move to a New Pipeline Stage. And you can choose from a dropdown menu of all available. Add Multiple Leads to a Pipeline. You can quickly add multiple Leads. Index page. Select Leads. We’ll...

4

Pipeline Details : LeadMachine

https://help.leadmachine.com/support/solutions/articles/5000049379-pipeline-details

How can we help you today? Enter your search term here. Modified on: Wed, 26 Nov, 2014 at 7:24 PM. Access the Pipeline Details. Page by selecting Pipelines. On the top menu then the the name of the Pipeline. You want to see. Is displayed as a series of columns from left to right where each column is a Pipeline Stage. A summary box for each Lead. Is shown in the relevant Pipeline Stage. Filtering Leads in a Pipeline. Use the dropdown box to Filter. To show only the Leads. Belonging to a Search Group.

5

Deals : LeadMachine

https://help.leadmachine.com/support/solutions/folders/5000069600

How can we help you today? Enter your search term here. A Deal is an opportunity for you to do business. Every Deal is related to a Contact the person you want to do business with. If there are several opportun. Sun, 21 Feb, 2016 at 7:40 AM. Assigning a Deal You can think of the Assigned To field for a Deal as the owner of that Deal - the person responsible for converting it into paying . Sun, 21 Feb, 2016 at 8:44 AM. Sun, 21 Feb, 2016 at 8:45 AM. Sun, 21 Feb, 2016 at 8:49 AM. Sun, 21 Feb, 2016 at 8:49 AM.

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blog.leadmachine.com blog.leadmachine.com

Post Sales Process | LeadMachine

https://blog.leadmachine.com/tag/post-sales-process

Posts tagged Post Sales Process. You made the sale. Here’s how to make the post-sales process happen without lifting a finger…. June 25, 2015. July 9, 2015. Making the sale stick. Why a post-sales process is necessary in your business. After every sale is made, a post-sale process is necessary to ensure that your new customer feels valued, gets the most out of your product and refers other people to your company. Some of the specific things that may useful in your business include:. Setting up a post sal...

blog.leadmachine.com blog.leadmachine.com

Sales Training | LeadMachine

https://blog.leadmachine.com/category/sales-training

What happens after you make a phone call? Here’s how you can automate the process…. August 4, 2015. August 4, 2015. One of the biggest errors that businesses make is that they mistake an objection a prospect raises as a sign of disinterest. If a prospect raises an objection during a call, and the caller can’t solve the problem on the spot, many businesses will dismiss the lead as ‘dead’, and move on. Let’s assume that in a seminar business, the three most common objections for a business are:. Articles h...

blog.leadmachine.com blog.leadmachine.com

Flows | LeadMachine

https://blog.leadmachine.com/tag/flows

LeadMachine integrates with TextMagic. November 23, 2015. February 4, 2016. Is a beautiful tool for sending out SMS messages. One of the great features of Textmagic is that you can see threaded conversations. LeadMachine now integrates with Textmagic, and it’s super simple to set up. This means that you can set up Flows to do things like send an SMS the day before a seminar to confirm the location. All you need to do is create an action called a webhook. Then follow the basic structure below:. Let’...

blog.leadmachine.com blog.leadmachine.com

News | LeadMachine

https://blog.leadmachine.com/category/news

New Feature Highlight: Split Testing Tool Will Help Your Emails Perform Even Better. August 24, 2016. Let’s split test it. How the Split Testing Tool Works. The new Split Testing tool in LeadMachine takes a subset of your audience and splits them into two groups. One group would get the non-puppy version and the other group would get the puppy version. Whichever version performs better would automatically get sent out to the rest of the group. Getting Started with the Split Testing Tool. These questions ...

blog.leadmachine.com blog.leadmachine.com

follow up | LeadMachine

https://blog.leadmachine.com/tag/follow-up

Posts tagged follow up. What happens after you make a phone call? Here’s how you can automate the process…. August 4, 2015. August 4, 2015. One of the biggest errors that businesses make is that they mistake an objection a prospect raises as a sign of disinterest. If a prospect raises an objection during a call, and the caller can’t solve the problem on the spot, many businesses will dismiss the lead as ‘dead’, and move on. It costs too much. I don’t have time to attend the seminar. It costs too much.

blog.leadmachine.com blog.leadmachine.com

Making the sale stick | LeadMachine

https://blog.leadmachine.com/tag/making-the-sale-stick

Posts tagged Making the sale stick. Making the sale stick. You made the sale. Here’s how to make the post-sales process happen without lifting a finger…. June 25, 2015. July 9, 2015. Making the sale stick. Why a post-sales process is necessary in your business. After every sale is made, a post-sale process is necessary to ensure that your new customer feels valued, gets the most out of your product and refers other people to your company. EMAIL: Send the new customer a welcome email immediately. Setting ...

blog.leadmachine.com blog.leadmachine.com

Email Marketing | LeadMachine

https://blog.leadmachine.com/category/marketing/email-marketing

Please stop following up. May 24, 2015. June 4, 2015. Possibly the worst email subject line ever written is Following up . What this really means is: I’m writing to you because I want your money. This self-serving subject line tells your prospect that you’re more interested in your sale and less interested in adding value to the prospect’s problem. I’m going to give you a much better email template that you can use later in this article. When do people buy? Not when you’re ready to sell…. To move from a ...

blog.leadmachine.com blog.leadmachine.com

triggers | LeadMachine

https://blog.leadmachine.com/tag/triggers

What happens after you make a phone call? Here’s how you can automate the process…. August 4, 2015. August 4, 2015. One of the biggest errors that businesses make is that they mistake an objection a prospect raises as a sign of disinterest. If a prospect raises an objection during a call, and the caller can’t solve the problem on the spot, many businesses will dismiss the lead as ‘dead’, and move on. Let’s assume that in a seminar business, the three most common objections for a business are:. Articles h...

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Support : LeadMachine

How can we help you today? See all 8 articles. See all 8 articles. What is a Pipeline? Adding Leads to Pipelines. Problems with Liquid Templates in the Email Editor. Getting your email to look nice for your customers (Adding DNS Records For My Sending Domain). Connect Wufoo To Your LeadMachine Account. Updating a Lead from a Wufoo Form. Using Wufoo forms with Clickfunnels. Rules and Automation 2. Is the state Ready for Action in Queues the same as unassigned? Having trouble importing your CSV file?

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LEADS360 Help Portal: Get Help with LEADS360 Enterprise, LEADS360 Small Business and LEADS360 Express

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LeadsToClose

Check your existing requests. Welcome to LeadsToClose Customer Service! Stay updated with announcements, get answers from the community, and share your feature suggestions with us. You can also submit a request or send us an email at support@leads.zendesk.com. Didn't find what you were looking for? Fill out a request form. Roger Barbieri November 11, 2012. Lead Packages / Lead Package Prices. What is a STANDARD LEAD? Roger Barbieri November 11, 2012. Support / Top FAQs. What is your customer retention?

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League Navigator Help

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