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  1. LeadManager Support | BCI Central
  2. Knowledge Base

Knowledge Base

Actions

  • How to Archive/Unarchive a Project or Company
  • How to Create a Note
  • How to Create a Task
  • How to Export a Task to Your Personal Calendar
  • How to Export Projects and Companies to Excel
  • How to Manage Your Key Accounts
See all 14 articles

Alerts

  • How to Setup a Saved Search Alert
  • How to Turn On Alerts For Key Accounts Folders
  • How to Turn On Alerts For Project Pipeline Folders

Analytix

  • How to Use Relationship Mapping & Partner Network

Reports and Analysis

  • How to Enter Opportunity Details
  • How to View Sales Insights: Sales Forecast
  • How to View Sales Insights: Sales Performance
  • How to View Subscription Insights
  • How to View User Activity Insights

Search

  • Advanced Keyword Search
  • Advanced Location Filters
  • How to Create a Saved Search
  • How to Filter Search Results by Date Range
  • How to Find the Latest Projects in Your Subscription
  • How to Find Your Last Search
See all 13 articles

Setup

  • How to Change Your Default Language and Currency
  • How to Change Your Search Results View
  • How to Change Your Time Zone
  • How to Create a Key Accounts Folder
  • How to Create a Project Pipeline Folder
  • How to Edit Your Account Defaults
See all 13 articles
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