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Advanced Features
Advanced Features

Learn about bulk actions, tags, the duplicate checker, exporting lead data and custom fields

Aimee avatarMatt avatarShannon avatar
By Aimee and 3 others4 authors12 articles
How to Filter and Sort Your Lead List

Bulk Actions


Using Bulk Actions
Delete Processes in Bulk
Can I select multiple leads/processes/properties at once?

Other


How to Export Lead Data
Duplicate Lead Checker
How to Use Tags
Dynamic Links / URLs
Customize Process Names

Custom Fields


Custom Fields
Using Clickable Merge Tags
Can data on a process custom field/merge tag be used across multiple processes?
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