What is the difference between the Leads in the Directory and the Leads module?
Leads in the Directory and the Leads in the module are one and the same. The only difference if at all is in how the Leads are displayed. In the Leads module, you can see it differently. If you add a Lead to the Directory, it will also show in the Leads module.
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Can I sync leads from my Angi Leads and Homeadvisor account?
As of now, it is not possible to sync leads from Angi or Homeadvisor.
Basics of Directory
Purpose: To Create a Directory. Background: Contractor Foreman breaks down your contacts into categories. These help with organization as well as speeding up data entry by keeping lists shorter and searches faster. The categories are, Employees, ...
Directory
Directory Contractor Foreman breaks down your contacts into categories. These help with organization as well as speeding up data entry by keeping lists shorter and searches faster. The categories are, Employees, Customers, Contractors, Vendors and ...
What is the difference between a Lead and an Opportunity?
Leads are contacts that are created to follow up on potential Leads that might turn into a Customer in the future. These will go to the Directory as a contact. Opportunity on the other hand, is a precursor to a Project. They are not a contact but it ...
How do I delete the User from directory?
To delete the User from Directory, go to the Directory module and choose the Users section from the top right. Once in the Users section, choose the User you would like to delete. Scroll down to the bottom right to the Actions dropdown and select ...