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  • Import Leads From WordPress Contact Form 7

    13/12/2024 11:34 AM
    WPS CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 ...
  • Setup Web to Lead Form

    13/12/2024 11:38 AM
    W...
  • Sending proposal to customer or lead

    13/12/2024 7:21 PM
    ...
  • Convert Lead to Customer

    13/12/2024 7:22 PM
    Convert Lead to a Customer...
  • Create New Lead

    13/12/2024 7:26 PM
    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...
  • Lead Sources

    13/12/2024 7:27 PM
    Go to Setup -> Leads -> Sourc...
  • View a Lead’s Documents/Images in a Slideshow

    16/09/2025 2:26 PM
    1. Feature Overview You can now view a slideshow of all the images that have uploaded to a lead in the Custom Field Sets ...
  • Manage Marketing Tags

    19/09/2025 5:56 PM
    1. Feature Overview ...
  • Manage Lead Tags

    24/09/2025 5:26 PM
    1. Feature Overview Tagging is a quick way to add a label to a lead, for easy identification of leads. The Lead...
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