Campaigns & marketing
Lead sources, paid ads and bulk messaging.
- Creating a campaign and distributing its leadsA campaign = a lead source with its own address. Decide where leads come from and who gets them.6 min readManagerAdmin
- Lead sources — connect every pipeWebsite, Facebook, Google, WhatsApp, phone — one screen to connect and verify leads really arrive.4 min readAdmin
- Outreach: bulk email, WhatsApp and SMSOne message to many leads or the whole team — with audience filters, personal variables and scheduling.7 min readAdmin
- Ad insights (Google / Meta Ads)What ads really bring: leads, meetings, deals, cost per lead and ROAS — plus conversions reported back.5 min readManagerAdmin