Sales CRM Overview

In the main menu of your dashboard, you’ll find Sales CRM – there you can manage your campaign previews, your leads, and your website widget.

 

 

Previews

Here you can see a list of all your created previews and information about them, preview your campaigns, view the related leads list, and duplicate, edit, or delete the preview.

 

 

 

Create previews

You can create new previews by clicking Create New Preview.

 

 

 

Filter previews

You can filter your previews by using the filter drop-down menu.

 

 

 

Search previews

You can search for your previews by using the search bar. This will search in the preview names.

 

 

 

Manage previews

 

 

 

Once you’ve found your preview, you have a number of options. You can add labels to track and sort your preview, view the associated domain and number of views, see if there are associated notes, view the preview, go to the associated leads list, copy the URL, duplicate the preview, edit the details, or delete it entirely.

 

Lead lists

Here, you can view a complete list of all your leads generated from the preview, including their details and the preview that they viewed, and edit or delete them.

 

 

 

Create leads

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

 

 

 

Filter leads

You can filter your leads by campaign using the drop-down menu.

 

 

 

Search leads

You can search for leads that you have added.

 

 

Manage leads

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

 

 

Widget

Here, you can access your unique sales widget — this can be embedded into your webpage, and when visitors fill it out and customize a basic campaign, their information is collected on this page.

 

 

 

Widget options

You can edit the widget, copy the link to your clipboard as well as view and copy the iframe code within the widget options bar.

 

 

 

Search widgets

You can search for leads that have used your widget here.

 

 

 

Manage widgets

You can view your leads’ details, edit the details to make corrections or add notes, and preview the campaign they created, as well as delete them if necessary.

 

 

 

Labels

Here you can create, edit, and delete labels that can be used to better sort your preview links.

 

 

 

Create a label

You can create new labels by clicking Create New Label.

 

 

Search labels

You can search for labels by using the label search bar.

 

 

 

Manage Labels

You can view a list of all labels that you have created, as well as edit and delete them.