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📋 Leads
📊 Dashboard
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Company State Type Status Tags Calls Last Contact 📞
🛡 Admin Panel
👥 Users
NameRoleLeadsCalls (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.
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🔐 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
Accepts .csv files exported from this CRM
📧 Email Marketing
📊 Campaign Preview
MKT 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.
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⚙️ 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.
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🐵 Export to Mailchimp
Audience / List
Or Create New List
Mailchimp Tag (optional)