CAKE Knowledge Base
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  • Default chapter 0
  • Lead Gen - Basics 17
  • Lead Gen - Settings 3
  • Lead Gen - Posting Docs 5
  • Lead Gen - Buyers and Buyer Contracts 10
  • Lead Gen - Beyond Basics 10
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CAKE Knowledge Base   /  Lead Generation

Lead Gen - Basics

17 Articles
  • Tracking 101 - Leads
  • Lead Gen - The Basics: The Queue, The Review Queue and the Scrub Queue
  • Lead Gen - Finding leads in your instance
  • Lead Statuses - Post Sale (Returns/Non-Returns)
  • CAKE responses to Browser/Ajax lead posts
  • Scrub Queue - FAQ and Best Practices
  • Lead Gen Post Keys
  • Custom Fields - Formula Parameters
  • Condition Formulas on Buyer Contracts
  • How To Build A Posting Document
  • Posting Documents and Methods
  • Admin Portal - Lead Gen: A Walkthrough of Lead Gen Sub Tabs
  • Vertical Fields - How To Validate On a Date
  • Offers - Upsells
  • Video - Lead Tiers
  • Grouped Fields
  • Vertical Fields
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