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, … Read more
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
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