Bulk Uploading Leads (Video Instruction)

• Related Articles

• Lead to Consultation

  If you found this video helpful, check out these other resources! Bulk Uploading Leads Adding a Campaign Leveraging campaigns on BANG with Byron Zahm Completing a Consultation Report

• Adding a lead

  To add a lead:  In the top menu click on Lead to Consult > Leads, the LIST OF ALL LEADS page appears Click Add a Lead from the left panel In the BASIC INFORMATION Section fill out the following: Channel: The source of how the lead was generated Lead ...

• Bulk Action

  Select at least two rows that you want to complete the same action for Click on Bulk Action Select the action you would like to take Email Mass update Merge Print as PDF

• Lead Categories - how are they used?

  On the ADD A LEAD page, in the BASIC INFORMATION section, you will find a new field in BANG - the Lead Category. This was developed to increase the accuracy of your F numbers (once dashboards are available) by providing the option to sort leads from ...

• March 16, 2021 Release Notes

  Releases:  Fixed an issue with session report input form. The session report email had problems with presenting text that contained bullet point formatting. Improved, the tutor profile picture and made it centralized so only one upload photo can be ...