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LeadsWORKSPACE

Dashboard

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Leads Overview

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0leads in this periodNew leads

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Leads by Status 0

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Lead Sources 0

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URL Shortener —

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Meeting

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My Logs

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Projects

Meeting

Meetings scheduledIndia Standard Time

30-minute slots

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Scheduled Meetings

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Users

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Admins0
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Products & Services

Products & Services 0

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      Department

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        Employee

        Employees 0

        Employee IDNameMobileEmailBranchDepartmentDesignationStatusAction

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        Question Types

        Source

        Lead Sources 0

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          Add sources such as Meta Ads, Google Ads or Incoming Call.

          Leads Status

          Lead Statuses 0

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            Add statuses such as New, Cancel or Trash.

            URL Shortener

            Create Short Link

            Add your ad name and the destination URL.

            Saved Links 0

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            Create your first link using the form above.

            Leads Manage

            Total Leads 0Add Lead

            Add Lead

            Lead Details

            Enter the contact details below.

            Fields marked * are required.

            Captcha v2.0

            Inactive

            Google reCAPTCHA v2

            “I'm not a robot” checkbox for login

            Use a reCAPTCHA v2 checkbox key and register your login hostname in Google. Setup guide ↗

            Save both keys and activate to show captcha on login.

            Clients

            Client Accounts

            OneSignal

            Push Notifications

            Send notifications to

            Subscribed CRM Users

            Sync to check registered CRM users in OneSignal.

            Website Design

            Organize website themes into categories.

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            Modules 0 modules

            Manage your service modules.

            Notification

            My preferences

            Choose your notifications

            These preferences are personal to your account and apply on all your devices.

            Custom notification sound plays while CRM is open. After refreshing, interact with the page or use Test Sound once. When CRM is closed, push notifications use your device sound.

            Notification types

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            Blocks both popups and push notifications.

            Crome Extension

            Latest files

            Leads CRM · WhatsApp Capture

            Download the latest Chrome extension

            Every download includes the current extension files, including the latest updates.

            Download latest ZIP

            Install or update

            1. Download and extract the ZIP into a folder on your computer.
            2. Open chrome://extensions in Chrome and turn on Developer mode.
            3. For a new installation, click Load unpacked and select the extracted folder containing manifest.json.
            4. To update, replace the files in your existing extension folder with the extracted files, then click Reload on the extension.
            5. Refresh WhatsApp Web and your CRM tab (http://localhost:9999 or http://192.168.1.12:9999) in the same Chrome profile. Click Import matching old chats to import existing enquiries, or Start live capture for new incoming numbers.

            SMTP Settings

            Not configured

            SMTP · Outgoing Email

            Sender and outgoing mail server

            POP · Incoming Email

            Optional incoming mail server settings
            Configure your mail server to get started.

            Test Email

            Send a test message using your saved SMTP settings

            Save SMTP settings to enable the test email.

            Change Password

            Update your password

            Choose a password you haven't used before.

            Use at least 8 characters.

            Enter your current password to save a new password.

            My Logs

            0 activities
            DateTime (IST)Page NameActionDetails
            1

            Latest 5,000 activities · Saved in this browser · All times in India Standard Time

            Theme Settings

            Make your workspace feel like you.

            Theme

            Choose your preferred appearance.

            Choose where your navigation appears.

            Your preference is saved automatically.

            Add Source

            Create a source to identify where a lead comes from.

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            Do you want to delete this source?

            This action cannot be undone.

            Add Status

            Create a status to track your leads.

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            Do you want to delete this status?

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            The shared URL will stop working. This action cannot be undone.

            Cancel this meeting?

            Add Section

            Add Question

            Enter one option per line. Answer type controls whether one or multiple options can be selected.

            Are you sure?

            Previously saved lead answers will be kept.

            Lead Details

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            Delete from your leads?

            Add Employee

            Add Department

            Are you sure?

            Are you sure?

            Edit Lead

            Assign Lead

            Delete Project

            This permanently deletes and all its tasks, chat messages, uploaded files, feedback and digital assets. This cannot be undone.

            New Project

            Project Team
            Active employees with login access appear here.
            Show old chat history to new members?

            Add Task

            Add Team

            Show old chat history to new members?

            Choose members to add to this project.

            Remove team member?

            Reject accepted task?

            This task will become Unassigned. The rejection will be recorded in Performance.

            Task History

            Meetings

            Add Service

            Are you sure?

            Delete task?

            This task will be removed from the project, its progress and performance totals.

            Enable Notifications

            Allow browser notifications to receive tasks, mentions and project team updates, even when this tab is in the background.

            Subscriber Name

            Leave blank to use the device name.

            Delete this subscriber?

            This removes this device subscription from CRM and OneSignal.

            The device can appear again if it creates a new subscription later.

            Quick Lead

            Search Lead

            Client

            Linked Projects

            Add Module

            Delete Module

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            Add Category

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            Delete Category

            Delete ?

            A main category can be deleted after its subcategories have been moved or deleted.