Using the Schedule

Using the Schedule

Review and schedule events with leads and view other user schedules

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Adding a Lead Opportunity

Adding a Lead Opportunity

Create a new opportunity associated with a lead

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Updating Lead Information

Updating Lead Information

Change a lead’s information, including name, address, and phone numbers

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Fixing Lead Spreadsheet Import Errors

Fixing Lead Spreadsheet Import Errors

Fix the most common errors encountered when trying to import lead spreadsheets into Blitz

168 views

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Creating Custom Column Headings

Creating Custom Column Headings

Create and modify column names for your custom fields in Blitz

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Convert Excel spreadsheet to CSV for import

Convert Excel spreadsheet to CSV for import

Convert an Excel spreadsheet of leads to a CSV file so it can be imported into Blitz

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