Leads Module Enhancements

💪 Added Web

Voizee has expanded the capabilities of the Leads module to give users more control and organization over their customer data. New and improved features include:

  • Import Options: Easily import leads via Excel or CSV files with mapped custom fields.

  • Segments: Create dynamic filters using AND/OR conditions to group leads by specific attributes or behaviors.

  • Tags: Add multiple tags to categorize leads for quick filtering, segmentation, and campaign targeting.

  • Lead Statuses: Customize and color-code lead statuses (e.g., New, Hot, Closed) to track engagement and sales progress.

For full documentation, visit: https://voizee.com/docs/how-to-manage-leads/

Pavel Bulgin

2 months ago

One vote
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Feature