How to Correct a Duplicate Email Message

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• How to Resolve Duplicate Email/Phone Number Issue

  If you receive an error stating that an email or phone number is a duplicate, it indicates that there is another lead or client in the system with the same information. To address this, locate the "hide lead" icon near the actions column in your List ...

• 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 ...

• Lead statuses & when to use

  Status Process When to use it New Lead - No Action Yet Automatic Default for web lead or adding a new lead Consultation Booked Automatic When the consultation is booked in the calendar Consultation Rescheduled and Booked Automatic When the consult is ...

• Customizing your email templates

  Accessing your email templates To access your email templates hover over Activities and click Email Templates. This brings you to the list of all email templates. In the left-hand menu, you also have the option to see the templates sorted by function ...

• BANG Email Templates: Opting out of an automatic email

  In the top menu, go to Activities > Email Templates Click the name of the email template you would like to opt out of Click the Duplicate button shown below to duplicate and edit the original email template Check the Opt-Out Email checkbox and ...