Clients and leads

Your client list, the leads board and follow-ups.

• Import your clients and capture website leadsBring your existing clients in once, then make sure every website enquiry lands in the dashboard from now on.
• How do I call or WhatsApp a client?Open the client. If they have a phone number you will see Call , and if it is a mobile number a WhatsApp button that opens a chat with them.
• How do I add many clients at once?On Clients , press Import , download the template, fill it in and upload it. You see a preview before anything is saved. To edit many clients in Excel, use Export all , change the cells, and import with "Update existing clients".
• How do bulk actions work?Tick the boxes beside clients on the Clients page. A bar appears with Edit a field, Email, Send statements, Export and Delete. Each action shows a review screen first, so nothing happens by surprise.
• What is a statement?A summary of everything a client owes, with a PDF and a live link. Send one from the client's page, send to everyone who owes with Statements to all who owe , or switch on monthly automatic statements in Settings.
• How do leads from my website get into the dashboard, and how do I know they arrived?Open the Lead capture page (owners only). For a WordPress website, download and install the free Lead Bridge plugin there, paste in your private address, and press Send a test lead . The Lead Bridge keeps its own copy of every…
• How do I move a lead along the pipeline?On the Leads board, drag a card to another column. On a phone, press and hold the card, then drag. You can also change the stage on the lead's page.
• What are follow-ups?A date and a note on a lead, such as "Call about the proposal". Anything due or overdue appears under Follow up today on Home and in the bell, where you can mark it done or push it a day.
• How do I turn a lead into a client?Open the lead and press Convert to client . The client is created from their details and the lead moves to Won. Or press Create a quote to start a quote straight away.
• What do automations do?Under Settings, Automations: when a new lead arrives or a lead enters a stage, the system can send an email template, set a follow-up reminder, or add a tag. Start with one rule and watch how it behaves.
• Can I change the stages?Yes. Settings, Leads and pipeline lets you rename, recolour, reorder, add and remove stages.