Dashboard - Leads and Contacts

Leads & Contacts

To manage leads generated by your website, select Contacts from the sidebar. Here you can view leads who have submitted forms on your site, along with their source, activity, and contact details.

From the Contacts manager you can:

• Manually add individual contacts or bulk import via CSV

• Export your contact list to CSV

• Click any contact to view their lead source, write notes, assign them to an agent, set a priority level, and send an email or text message directly from the app

Additional CRM features are on the roadmap and coming soon.