Using LeadSigma

Reporting

• Enterprise Reporting in LeadSigma

Call, Text, and Email Tasks

• Completing a Phone Task

Leads

• Manually Adding a Lead
• Importing Leads in a CSV File
• Adding/Editing Custom Fields to Leads' Information
• Locking a Lead

Quick Fixes

• Changing Your Password

Settings

• Allow GSuite/Workspace Connected Mailboxes
• Connecting a Mailbox
• Lead Qualification

Sequences and Templates

• Sequences - What They Are and How to Create Them
• End-of-Sequence Actions
• Adding and Editing Text and Email Templates

Follow-Up

• Completing Follow-Up Tasks