James Port

How to Export my Leads?

Here’s how you can export your leads to a CSV file. 1- Place your mouse cursor on Settings and click on Export. 2- Select Leads Select Leads on the What field do you want to export dropdown. Click on Export to start. 3- Done Your CSV file will be downloaded automatically. But if for any reason the download doesn’t start, …

How to Export my Leads? Read More »

How do I See the Leads Generated Through my Forms? (Manage my Form Submissions)

If you want to see all the leads your forms are generating, you simply go to CRM > Leads. There, you’ll see all the leads generated by your leads in a spreadsheet containing all your lead details. You’ll find these columns: Name Form Category Date Actions Email Home Phone Work Phone Other Preferred Property Name Address …

How do I See the Leads Generated Through my Forms? (Manage my Form Submissions) Read More »