Pipeline

Cold Lead

0
0

Warm Lead

0
0

Hot Lead

0
0

Customer

0
0
Name Source Phone Salesperson Stage Amount Payment Created Actions
0 Total Leads
0 Customers
0 Hot Leads
0 Total Closed
0% Conversion Rate

Leads Over Time

Leads by Source

Leads by Stage

Revenue Closed Over Time

Closed by Salesperson

Payment Status Overview

Upcoming Reminders

Meta Lead Ads Integration

Not configured

Last sync: Never

Import Leads

Upload a CSV file to import leads in bulk. The CSV should have headers: Name, Source, Phone, Salesperson, Stage, Amount, Payment

Drag & drop CSV file here or click to browse

Export Leads

Download all your leads as a CSV file for backup or external analysis.