Recent Leads
| Name | Phone | Service | Source | Status |
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Leads by Source
All Leads
| Lead ID | Name | Phone | Notes | Service | Date Time | Status | Priority | Source | Received | Actions |
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📞 Follow Up Leads
| Lead ID | Name | Phone | Notes | Service | Date Time | Priority | Received | Actions |
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🎉 Converted Leads
| Lead ID | Name | Phone | Notes | Service | Date Time | Priority | Received | Actions |
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🔒 Closed Leads
| Lead ID | Name | Phone | Notes | Service | Date Time | Status | Received | Actions |
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Contacts
| Name | Phone | Service | Country | Added | Actions |
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Tasks
| Task | Agent | Lead | Priority | Due | Status | Actions |
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Reminders
🟢 Who's Online
👁️ Agent Activity Log
| Time | Agent | Action | Details | IP |
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⚡ Automation Rules
Automation rules run automatically when events happen. Example: when a new lead arrives, auto-create a follow-up reminder so no lead is forgotten.
New Automation Rule
Manage Services
Add or remove the services shown in the New Lead form
Two-Factor Authentication (2FA)
Extra security — requires a code from your authenticator app to log in
Meta Lead Ads Integration
Automatically receive leads from Facebook & Instagram ads
Add these to your Facebook App → Webhooks → Page → Subscribe:
Get a Page Access Token (not User Token) from Graph API Explorer with these permissions: leads_retrieval, pages_manage_metadata, pages_read_engagement
Enter your Facebook Page ID and click Subscribe. Your page will start sending leads to this CRM.
💡 Find your Page ID: Go to your Facebook Page → About → scroll to bottom
Submit a test lead from Meta and verify it appears in your CRM.
🌐 Web3Forms Settings
Web3Forms key used for website contact forms.
📗 Google Sheets Sync
Every new lead is automatically added to your Google Sheet. Paste your Apps Script Web App URL below.
ℹ️ CRM Information
📥 Download Reports
Download lead data filtered by status. Choose a status and date range, then export to CSV.
By Source
Agent Performance
| Agent | Leads | Won | Rate |
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