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.
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.
You can create new previews by clicking Create New Preview.
You can filter your previews by using the filter drop-down menu.
You can search for your previews by using the search bar. This will search in the preview names.
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.
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.
You can create a new lead by clicking Create New Lead.
You can filter your leads by campaign using the drop-down menu.
You can search for leads that you have added.
You can view a list of all leads added as well as view the preview campaign created, edit and delete them.
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.
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.
You can search for leads that have used your widget here.
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.
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.
You can search for labels by using the label search bar.
You can view a list of all labels that you have created, as well as edit and delete them.