Leads

Leads have two Types:

• Imported - virgin leads with no contact made, so as yet no Campaign assigned. You can't view these, as the template for viewing a lead is always determined by a Campaign.

• Saved - at least something has changed. Editing details or making a call immediately links the Lead to a Campaign. You can view these and their calls and listen to call recordings.

You can access Leads under the Donors section and Listen to all call recordings in app. 

Favourite filters

If you haven't used these before, now's the perfect opportunity:

Create filters and then save them for quick button access. Just create a filter and hit the save button.