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  1. LeadSigma
  2. Using LeadSigma

Using LeadSigma

Learn in-depth workflows, fine-tune settings to meet your business needs, and troubleshoot common problems.

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
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