bd/BDSettings | Duluth CRM

Admin

User Management Agency Brand Profile Settings Audit Logs Plan & Usage Admin Documents Drive Sync Custom Templates

CRM & Outreach

Home Dashboard Gmail Inbox Leads Compose Drafts Sent Follow-ups Campaign Manager

Lead Generation

Lead Central (Private Pay)Lead Finder Auto Lead Finder Lead Extractor Premium Apollo Search Case Managers Lead Intelligence Decision Makers Private Pay Veteran Affairs Assisted Facility

NOW & COMP

Directory Home Dashboard Search Georgia Lead Finder Agencies Support Coordinators Case Managers Responsible Managers Program Managers Referral Managers Counties & Regions DBHDD Offices Referral Partners Follow-Ups Referrals Email Templates Call Scripts Reports & Exports Import Contacts

Marketing Studio

Marketing Studio Image Generator Newsletter Brochure Poster / Flyer Social Posts Content Library Image Library

Social Media

Social Hub Post Scheduler Social Calendar Social Accounts Analytics

Team & Operations

Staff Records Client Portal Supervisory Visits Team Assignments Attendance Reports Payroll Reports

Business Development

BD Home 30-Day Campaign Executive Dashboard Growth Command Center VA Dashboard Lead Center Referral CRM Outreach Center Follow-Up Center Meetings Referral Pipeline Team Performance BD Reports Source Directory Campaigns Tasks County Reporting Source Performance BD Metrics Script Library VA Training VA Onboarding BD Settings

AI SDR Network

Agent Command Center Verification Center Qualified Leads Georgia Database Knowledge Base

System

770-305-6175

Manager Access Required

Only Business Development Managers and Owners can configure settings.