Full Pot of Flowers

Visible

Priority

Customers

Calls

📋 Leads

📊 Dashboard

	⭐	Company	State	Type	Status	Tags	Calls	Last Contact	📞

🛡 Admin Panel

👥 Users

Name	Role	Leads	Calls (wk)

➕ Create User

🔀 Redistribute Leads — drag between vendors

📞 Recent Calls (All Vendors)

📋 Recent Activity

🗂 Segmentations

Manage the segmentation values available for leads. Changes apply immediately.

🔐 User Permissions

Control what each user can access. Admins always have full access. ✎ = customized from role default. ↺ Reset = back to role defaults.

User	Permissions

📥 Bulk Update Leads via CSV

Export leads from the CRM, edit in Excel, then re-import here to update in bulk. Matches by ID first, then by Company name. Only changed fields will be updated — unchanged rows are ignored.
Editable columns: Company, Contact, Email, Phone, Owner, Segmentation, Type, Status, Tags, MKT Tag

📂 Choose CSV File Accepts .csv files exported from this CRM

📧 Email Marketing

📊 Campaign Preview

MKT Tag Only this tag

Segmentation

Status

Owner

Company ↑	Contact	Email	Status	Segmentation	Owner	MKT Tag

🏷 MKT Tag Classifications

Define the classification tags available for leads in campaigns. Tags are saved per lead and can be used to segment your Mailchimp audience.

⚙️ Mailchimp Settings

Configure which Mailchimp lists receive contacts. The Main List gets all leads with email. Each MKT Tag can have its own list for targeted campaigns.

🐵 Export to Mailchimp

Audience / List

Or Create New List

Mailchimp Tag (optional)