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  3. Setting up the Leads Tool and Tasks

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Setting up the Leads Tool and Tasks

Follow New articles New articles and comments
  • Adding Tasks to a Lead Workflow Configuration
  • Editing a Lead Enrollment Configuration for One Program
  • Editing the Default Program Options in a Lead Enrollment Configuration (Including Due Dates)
  • How to Determine if you Need to Create a new Lead Enrollment Configuration and Which Method to Use
  • Setting up a New Lead Enrollment Configuration From Scratch
  • Setting up a new Lead Enrollment Configuration Using a Copy
  • Tasks & Task Template Overview
  • The Lead Enrollment Configuration (introduction)


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