Leads Management
- Go to Admin → CRM
- The leads tab shows all leads with their status, source, and tags
Lead Actions
- Search — Filter leads by email or name
- Status Change — Update lead status via dropdown
- Tags — Add/remove tags for segmentation
- View Profile — Navigate to the user’s full profile
Tags & Segmentation
Tags help you segment your audience:- Go to the Tags tab in CRM
- Create tags (e.g., “Interested in Materia Medica”, “VIP”, “Webinar Attendee”)
- Assign tags to users from their profile or the leads table
- Use tags to filter and target specific groups
Best Practices
- Tag webinar attendees for follow-up campaigns
- Track lead sources to measure marketing effectiveness
- Use status workflows: New → Contacted → Qualified → Converted