How to...
How to Work With the Leads Deduplication Feature
đź’ˇ Leads deduplication is a feature that allows you to decline leads that already exist in the system for a certain period of time. You can set it up ...
How to Mark a Lead as an FTD
1) Find the lead and click on the ID 2) Click on “Action” and select “Manual State Switch” 3) Chose “FTD” and click “Submit” 1) Find the lead and clic...
How to setup Notifications (MSOA)
In this guide, we’ll cover everything that you need to set up the notifications in our MSOA (LD Services) system Notifications are set up when you nee...
How to Create an Offer (Crypto)
⚠️ If you don’t have an LD, this part can be skipped Lead (Insert the Funnel name) FTD (Insert the Funnel name) Once the Lead and FTD goals with the ...