Easier Lead Entry

Manually entering leads became a little bit easier with the latest update to Open Leads. Adding a lead is done from the Lead List by clicking on the “Add Lead” link.Adding lead from form

When entering a new lead you have the choice of the “manual” process which gives you three critical fields – First Name, Last Name and Company. Alternately you have had the choice of entering the lead via a form, which gives you your choice of fields to use when entering a new lead. Previously this involved selecting from “Add Lead Manually” or “Add Lead From a Form” and then a second step, which was choosing your form from the list of available ones.

In this release, this has become a single step process, allowing you to choose themanual entry option or to choose which of your forms you wish to use from a single dropdown.

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Default View

Due to popular request, we have added a “Default View” feature in the latest release. If you open your Saved Views from the Lead List, whichever view is the first one on your list will become your default View. This means that whenever you log in to Open Leads and go to the Lead List, this will be the View you see. To change which saved View is your default, simply drag the one you wish to use to the top of the list.

If you like the ” View All Leads” that is the default when you first set up your account, you will need to save it and then drag it to the top position. The trick to doing this is to add an additional field to the view, sort a column or make some other modification to the view. The View then becomes a “Custom View” and can be saved. To save the view, just click on the red “Save” link next to “Viewing: Custom View” and then name the View – “All Leads” for example.

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Email-in Leads

One of the most attractive features of Open Leads is its flexibility. Open Leads has always been an application that could be used for a variety of different lead types, simply by creating different forms for your different types of leads. The only limitation was that the forms had to be posted or linked to in order to get the Lead data.

With this latest update, though, the flexibility has increased dramatically. Many of our users receive leads from lead generation websites that email the lead information to them. Now, instead of having to manually enter the data into Open Leads, that lead can be written directly into your account.

Account administrators can set up the process first by establishing an email code if you have not done so already. This is done from the “Settings” tab, by clicking on the “Email-in” icon. Here you will see your current email in address (i-CODE@openleads.com) which you can change if you need to at any time. Keep in mind that changing the email address will invalidate the old address and require updating any lead sources that use the existing address.

You may then supply that email code to any third party lead source that supports the email formats supported by Open Leads. Any lead that is emailed to you at that point will then be written directly to your account. Currently Open Leads supports leads from the following:

  • RetireNet.com
  • RetireNetCare.com
  • CommunitiesNet.com
  • FMHA.org
  • More are being added as needed. If there is a particular source you need to work with Email-in in Open Leads, please contact us

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