Leads

  • Import Leads From WordPress Contact Form 7

    The ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email Integration feature which is built in. The proc...
  • Sending proposal to customer or lead

    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.You can include the proposal link inside the email template and let your customer vi...
  • Leads email integratio

    Leads email integration is a powerful feature who allow you to integrate leads from your email address. You can set up email forwarder ...
  • Generate Lead Report

    To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekly Sources Monthly Staff...
  • Convert Lead to Customer

    Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button cli...
  • Lead Activity Log

    To track lead activity open a lead modal and click on the Activity log tab. All import and actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead i...
  • Assign lead to staff member

    pen a lead and simply select the staff member you want to assign the lead.After submitting the staff member will receive notification that you have assigned this lead....
  • Lead Statuses

    You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status. To setup d...
  • Lead Sources

    You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead source&#...
  • Create New Lead

    Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on...
  • Setup Web to Lead Form

    The Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe. The visitors can then enter their names, email addresses, upload attachment and ot...