General / My Workspace

How to Cancel your Trial Account
Subscription Cancellation Policy At the end of your trial period, you will automatically be billed monthly. Customers are responsible for the full subscrip...
Sun, 23 Oct, 2022 at 3:14 PM
Lead Scoring
(Only available in personal plus plans and higher) Do you ever wish the BatchLeads system would just tell you which leads on your list are the best? Well n...
Sun, 23 Oct, 2022 at 3:13 PM
Updating Your User Profile and Resetting Your Password
To access your User Account Settings and User Profile, click your user icon in the top right hand corner of the BatchLeads site and then select "My Pro...
Sun, 23 Oct, 2022 at 3:13 PM
How to Add a New Payment Method
In this article, we are going to go over how to add a new payment method to your account. This is where you will see all your subscription plans and...
Sun, 23 Oct, 2022 at 3:13 PM
Adding & Managing Additional Users
The User Profile (top right hand corner of the screen) shows the account owner information and allows the owner/admin to manage all users who may have acces...
Sun, 23 Oct, 2022 at 3:13 PM
Managing Existing Lists and Tags
Lists and tags can be managed from the Data Management, which you can locate under "My Profile." LISTS A List is a way of organizin...
Sun, 23 Oct, 2022 at 3:13 PM
Understanding Lists and Tags
In this article, we will elaborate on how to use Lists and Tags, and keep your Properties as organized as possible. Lists are like metal filing ...
Sun, 23 Oct, 2022 at 3:13 PM
Creating Custom Lead Statuses
Lead Statuses are great tools for categorizing your important properties! This short article will show you how you can create your own custom lea...
Sun, 23 Oct, 2022 at 3:13 PM
Understanding Custom Fields
Custom Fields allow you to import specific information you have on your properties you're planning on importing that BatchLeads doesn't have by defa...
Sun, 23 Oct, 2022 at 3:13 PM
Viewing & Managing Notifications
BatchLeads creates Notification Messages for common occurrences. Notifications from the BatchLeads system can be viewed by clicking the Notifications icon a...
Sun, 23 Oct, 2022 at 3:13 PM