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TueviaTueviaManual

The leads list

Leads lists every lead, twenty-five to a page. Press a name to open the lead’s page.

The leads list, with New lead, Import, the person and date filters, and the Assigned column highlighted
  1. New lead
  2. Import
  3. Person
  4. Due date
  5. Who has it, and when
CRM → Leads

  1. New lead adds one by hand: a Name, and if you want its Phone, Email, City and Notes. Press Save. A lead with the same name and phone as one you have is refused: A lead with this name and phone already exists.

  2. Import turns a spreadsheet into leads. See Importing leads.

  3. Person shows Everyone’s leads, only yours (Mine), only those assigned to Nobody, or one person’s.

  4. Due date narrows to Due by today, Today, Overdue or No date.

  5. Assigned shows who has each lead and when it is due. An overdue date is red.

Type in the search box to find a lead by name, email, phone or city. Every city narrows the list to one city. Refresh reloads it.

Groups

Section titled “Groups”

The side of the page holds your Lists: All leads, your groups, and New group to add one. A lead can be on several groups. Press Add to group on a row to choose its groups, with a note on why for each. Inside a group, Export to sheet downloads its leads, and Assign group hands all of them to people at once.

Under Pipeline, press a block to list only the leads in it.