Mark Elliott

1. Sell
2. ...
3. Working with leads and contacts
4. Setting up and publishing the lead capture form

Hi, after the completion of a lead capture form, the following text is shown to the prospective client:   Thanks for your inquiry.We will contact you as soon as possible.   Is there any way to chan...

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• Mark Elliott
• Created February 23, 2022 17:30
• 0 votes

1. Sell
2. ...
3. Creating tasks and appointments
4. Creating and managing appointments for leads, contacts, and deals

Is it possible to provide a web form for a prospect to request an appointment? We don't have exchange 365 so cannot use calendly. 

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• Mark Elliott
• Created January 27, 2022 08:31
• 0 votes

1. Sell
2. ...
3. Using Sell reports
4. About activity reports

hi is it possible to set up the reports to be emailed to our execs on a set period please, e.g. weekly or monthly?   

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• Mark Elliott
• Edited January 05, 2022 23:43
• 0 votes