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• My links aren’t working in campaign emails!

  My links aren’t working in campaign emails! If you or a lead clicks on a trackable link in LeadManagement and it takes them to the home page, the link is not set up correctly. The most common cause of this is when the campaign email was created, it ...

• How do I upload my template?

  How do I upload my template? To upload the document, begin by using the Classic Templates option available in the menu on the right-hand side of the page (https://screencast.com/t/8Tin9w7r0wfw). Once you click that, select the “Start from Scratch” ...

• How do I change my password?

  How do I change my password? Once in the system, please look on the menu in the upper right-hand corner of the screen, press on it, and find the button for “Profile & preferences”. Please enter your current password in the “Current Password” field, ...

• How to Process New Leads

  How to Process New Leads Step 1 – Find the Lead From the Home – Desktop menu click on the new candidate’s name highlighted in Blue in the lead prioritization panel (If the lead isn’t visible in the lead prioritization panel, you can use the “Quick ...

• I have verified my login and password are correct, but I still cannot login

  I have verified my login and password are correct, but I still cannot login When attempting to login, and you know the system has your current email address and password, the most common cause is a bad entry in your browser’s cache. To resolve the ...