13 docs tagged with "leads"

Run comprehensive reports on email campaigns, call center performance, SMS activity, leads, and agent productivity with customizable date ranges and filters.

Learn about advanced features of the SendSquared voice system including leads, call logs, and voicemail management

Understanding the condition types, operators, and logic for building segments and automations

Create and manage custom fields to capture additional information on contacts, units, leads, and reservations with support for text, numeric, and select field types.

Learn how to create and manage lead categories to organize your different types of leads

Comprehensive lead tracking system for managing sales pipeline, categorizing leads, tracking sources, visualizing pipeline progress, and optimizing conversion rates.

Learn how to create and manage lead statuses to track the progression of leads through your sales pipeline

Learn how to create and manage lead types to track different categories of business opportunities

A comprehensive guide to managing leads in SendSquared

Understanding notification icons in the top navigation bar - colors, meanings, and actions

Learn how to use the visual pipeline to track and manage your leads through their lifecycle

Complete booking system for managing reservations, tracking availability, identifying booking gaps, and optimizing occupancy rates across properties and services.

Learn how to create and manage segments to target specific contacts