Ricochet360 Support

Lead Management Page - Add Lead 1

• How to Edit Fields in Add Lead Section

Lead Management Page - Mass Actions 9

• How do I change the lead owner on leads?
• How do I unassign the lead owner on leads?
• How to I change the vendor name on leads?
• How do I add a tag on leads?
• How do I change the branch on leads?

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Lead Management Page - Filters 6

• How do I filter my lead management page by a specific List Upload?
• How can I create a saved filter on my lead management page?
• How do I delete a saved filter on my lead management page?
• Why are there no leads showing up on my lead management page?
• How can I filter out leads that have been called and only show leads that haven’t been called today?

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Lead Management Page - Field Columns 3

• How can I add more columns to the Lead Management Page view?
• How can I rearrange columns on the Lead Management Page?
• How can I copy information from the Lead Management Page?

Lead Management Page - Action Column 5

• Can I send a text message from the Lead Management Page?
• Can I add a note from the Lead Management Page?
• Can I add / update a task from the Lead Management Page?
• Can I listen to call recordings from the Lead Management Page?
• Can I delete a lead from the Lead Management Page?