Sales CRM lead list

The lead list shows you a complete list of all your leads generated from all of your previews, including their contact details and the preview that they viewed -- where you can add or view your notes, and edit or delete each lead.


Manage your lead list


Create leads

You can create a new lead by clicking Create New Lead.


This will open a new window. To manually add a lead, choose a Campaign Preview, and enter their Organization Name along with their Name, Email, and Phone. You can also add optional Notes such as where you met them or services you talked about including. Hit Save to add them to your list.


Filter leads

You can filter your leads by campaign using the drop-down menu, or search for a lead with the search bar.


Manage leads

You can view a list of all leads added, as well as view the preview campaign created, and edit or delete them.


To edit a lead, click the pencil icon. This will bring up a window with all the lead's details, and allow you to correct contact information or add notes.



Click Update to save your changes.

To delete a lead, click the trash icon. This will bring up a window asking you to confirm that you want to delete your lead -- click Yes to proceed.


Need Help?

If you have any questions, please contact our support team by clicking the support icon located in the bottom right-hand corner of this page.


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