Manage your list with Types

The Types system in Open Leads gives users a great deal of flexibility in managing and sorting your leads. While the Pipeline System allows you to flag a lead as a Hot, Warm, Cold or Closed lead, Types allows you to build upon this by creating segments of your lead list – such as Current Customers, Website Leads, Walk-ins, Phone Leads, etc.

Lead segmenting using Types means that you can break up your marketing and handle these segments in different manners if you wish.

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