WPSCRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 ...

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Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

You can easily customize leads statuses so...

Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have assigned this lead....

To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead i...

Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button cl...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekl...

Leads email integration is powerful WPSCRM feature who allow you to integrate leads from your email address. You can set up email forwarder...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...