Managing Leads

Adding Notes to Contacts in Trailmap
See how to manage your campaign like a pro by updating confirmation statuses in Trailmap. Notes help you keep track of important details about a conta...
Adding Guest Names
Learn how to add guest names to contacts so you're 100% prepared for your marketing event. Adding a guest name helps you keep track of additional att...
Confirming Leads with a Call Queue
Take a look at one of Trailmap's most valuable feature - the Call Queue. This feature empowers you to stay in close communication with your leads and ...
Preparing for Confirmations: Sample Call
Get access to a confirmation call to hear what you should be saying to your leads and see a live demo of a caller using the Call Queue in Trailmap. Th...
Recording Event Attendance
Measuring your attendance is one of the most important parts of the marketing process! See how Trailmap makes updating your attendance numbers easy! ...
Filtering Contacts by Status
Find the contacts you're looking for in seconds by leveraging the search and filter options in Trailmap. The easiest way to find a specific contact is...
Updating Pre-Event Status
Understanding how to manage your campaigns like a pro by updating confirmation statuses in Trailmap. Updating statuses helps you keep track of who is ...