Setting up the Leads Tool and Tasks
- 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)