DEALERSIP User Manual

Leads can be added to the system through multiple channels:

1. Manual Entry: To manually add a lead, expand CRM in the sidebar and click on the +Create Lead button in the top right corner of the top bar.
2. Website Integration: If your website is connected to the software, leads are automatically created in the system when visitors fill out the lead form on your website.
3. Chat bot Integration: If you have a chat bot subscription, conversations can be converted to leads. Logged-in users can convert any chat conversation into a lead.
4. Email Integration: With email integration, any email in the in-built mailbox can be directly converted to a lead by clicking the Convert To Lead button in the message view window.

Once added, leads appear on the Kanban Board. On the Kanban Board, you can:

• Move Lead Cards: Drag the lead card by the drag handle in the top right corner of the card to change its status.
• View and Edit Lead: Click on the contact name in the card header to open the lead in a side window. Here, you can edit lead details and manage lead activities, such as logging calls, adding tasks, setting reminders, etc.
• Use Card Toolbar: Each lead card has a toolbar under the card header. Hover over each tool icon to see its function in the tooltip.