Managing Leads
Searching Leads
Searching Lead section describes how to search lead information based on certain filters. By default the New stage filter under Stage column filter will be displayed at the top of the list. Each of the filter options are explained below; Lead Stages ...
Downloading Leads to Microsoft Excel
The detailed information of all the leads can be downloaded in an excel format from the Orxy Cloud Leads Management page. By default you can download Top 5000 (Newest First) Lead information. To download leads in an excel format, do the following; In ...
Adding Offline Lead
There are some instances where the lead is not generated from the online website forms, for example; you may have acquired the lead via an email campaign or call etc. for which you have to manually add the lead in offline mode. By adding the new ...
Managing Leads from the Dashboard
The Oryx Cloud Lead Management System which is defined as "Leads" section in the Dashboard allows you to manage the information related to leads. It allows you to manage the leads by sending e-mails, create appointments, add comments, updates status ...