Welcome to the Help Center

Need assistance? You’re in the right place! Find answers to common questions, explore guides, or contact our team for support. We’re here to help you every step of the way.

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Adding & Managing Contacts

To manage your contacts:

  1. Add New Contact: Navigate to Contacts > Add New Contact.
  2. Enter Details: Fill in the contact’s name, email, phone number, and other relevant information.
  3. Assign Tags and Categories: Organize contacts by assigning appropriate tags and categories for better segmentation.
  4. Save Contact: Click “Save Contact” to add them to your database.

Navigating the Lead Cartel Dashboard

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.

Introduction to Lead Cartel & How It Works

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.