How to Send an Estimate to a Client or Lead

Your leads and customers will ask you to send him/her an estimate.   It’s the same in both sections, leads or clients.  Here we’re using the Clients section as an example.  Just follow these steps. 1- Open your clients’ page For this, go to CRM > Clients. You’ll see a spreadsheet containing all your client profiles. 2- … 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 … Read more