My Pipeline
- Leads Inbox + Active Conversations Overview
- How to Save and Manage Advanced Searches
- How to Add Multiple Owners or Contacts to Records
- How to Find and Merge a Single Duplicate Record
- How to Use the Leads Inbox to Track All Inbound Leads in FreedomSoft
- How To Use Lists, Campaigns, and Workspaces in FreedomSoft
- Understanding the Difference Between Prospects and Leads in FreedomSoft
- How to Import Prospects, Leads, Buyers, and Contacts into FreedomSoft
- How to Export Prospects, Leads, Buyers, and Contacts from FreedomSoft
- How to Track Key Metrics and KPIs on FreedomSoft’s Leads Dashboard
- How to Move Records in FreedomSoft Using the Distribute To and Remove From Buttons
- How to Find and Merge Duplicate Records in Bulk
- How to Customize Header Bars in FreedomSoft