The All Leads page is the main page for managing your customers. Here you can view, sort, and search for leads.
When you enter the page you will see a list of all your customers. Each row contains name, phone, email, and status.
Use the search bar to search by name or phone. Use filters to search by status, source, or salesman.
Click "Add Lead" button at the top. Fill in required data: name, phone, email.
Click on the lead name to open their detailed page. You will see all calls, messages, and tasks related to this lead.
You can import leads from Excel or CSV files. This is useful when migrating from another system.
Go to the import page and select an Excel or CSV file from your device.
Specify which column in the file corresponds to each field in the system.
Review the number of leads to import and click import. You can choose to distribute them to salesmen.
The source is where the lead came from (website, ads, referral, etc.).
Go to source settings and add a new source (Facebook, Google, referral, etc.).
You can connect API sources to receive leads automatically from ad sites.
Tags are a quick way to classify leads. You can add multiple tags to each lead.
Go to the tags page and create a new tag with a distinctive color.
Open the lead page and choose appropriate tags from the available list.
Scoring helps you identify leads most likely to buy.
Specify factors that add points (email interaction, site visit, call, etc.).
Each lead shows their score. High scoring leads deserve more follow-up.
Custom fields allow you to add additional fields to collect more information.
Go to custom field settings and create a new field (text, number, date, list, etc.).
When adding or editing a lead you will see custom fields and can fill them.