Mar 15, 2025 | CRM & Contact Management
To manage your contacts:
- Add New Contact: Navigate to Contacts > Add New Contact.
- Enter Details: Fill in the contact’s name, email, phone number, and other relevant information.
- Assign Tags and Categories: Organize contacts by assigning appropriate tags and categories for better segmentation.
- Save Contact: Click “Save Contact” to add them to your database.
Mar 15, 2025 | Getting Started
After logging in, you’ll see the following sections on the dashboard:
- Launchpad—Quick access to essential tools and setup guides.
- Dashboard—Overview of leads, sales, and automation stats.
- Conversations—Manage emails, SMS, and WhatsApp messages in one place.
- Calendars—Schedule and track appointments.
- Contacts—View and manage all customer and lead details.
- Opportunities—Track sales pipeline and deal progress.
- Payments—Monitor invoices, transactions, and billing.
- Settings—Customize business preferences, integrations, and user roles.
Mar 15, 2025 | Getting Started
To begin using Lead Cartel:
- Sign Up: Visit the Lead Cartel Signup page and complete the registration form with your business details.
- Email Verification: After signing up, check your email for a verification link. Click it to activate your account.
- Log In: Once verified, access the Lead Cartel Login page and enter your credentials.
- Profile Setup: Navigate to Settings > Business Profile to input your company information, contact details, and branding elements.
Troubleshooting:
- No Verification Email: Check your spam or junk folder.
- Login Issues: Use the Forgot Password option to reset your password.
- Further Assistance: Contact Lead Cartel Support for additional help.
Mar 15, 2025 | Getting Started
Lead Cartel is an all-in-one CRM and automation platform designed to help businesses generate leads, nurture customer relationships, and optimize sales processes. Our platform offers:
- Lead Capture Forms and Funnels: Create customized forms and funnels to attract and capture potential leads.
- Automated Follow-Ups: Engage leads through automated email, SMS, and WhatsApp campaigns.
- CRM: Manage contacts, track interactions, and monitor sales pipelines effectively.
- Appointment Scheduling: Simplify scheduling with integrated calendars and automated reminders.
- Integrations: Seamlessly connect with third-party tools to enhance functionality.
Whether you’re a startup or an established enterprise, Lead Cartel provides the tools you need to scale your marketing and sales efforts efficiently.