Viewing and Editing Leads

​CRM Guide

Thank you for choosing to go with Placester as your CRM solution. Our CRM is a powerful tool that allows you to interact with and nurture the leads you have obtained through your Placester site and o…

Updated 10 months ago

Manually Adding a Lead

This article will show you how to manually add a lead to the Leads feature in your account. The Importance of Leads We understand the importance of leads and keeping track of those leads to your Real…

Updated 10 months ago

Removing a Lead

There might be a lead that ends up in your account that you think is spam or that you have disqualified and would like to remove from your account. This article will show you how to permanently remov…

Updated 10 months ago

Editing your Leads individually and through Bulk Actions

This article will show you how to edit your leads by adding a score, status, type and other information. With the CRM, you have the ability to edit your leads individually, or, multiple leads at once…

Updated 10 months ago

Viewing Your Leads

This article will show you how to view the leads that you've generated from your website. Lead Capture Forms There are various lead capture forms and calls to action across your Placester site that w…

Updated 10 months ago

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