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How to Handle Leads, Reply, and Export?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Work on leads

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

Daily Work with Leads

Search and Filter

  1. 1Free search by name, email, or phone
  2. 2Filter by status, source, or site
  3. 3Sort by date

Handling a Lead

  1. 1Open the lead card
  2. 2Update status according to progress (New → Contacted → In Progress...)
  3. 3Add notes to remember what was agreed upon
  4. 4Direct contact from the card: clicking the phone number dials, clicking WhatsApp opens a conversation, and you can reply by email directly from the system

Manual Addition and Export

  • "+ Add" — Enter a lead that came from outside the site (call, meeting)
  • "Export" — Download leads as a CSV file

Management from Chat

If you connected AI via "Connect to AI": "What's the status of my leads?", "Move Dana's lead to quote", "Add a note...", "Set a follow-up reminder for tomorrow" — everything works from the chat.

💡 Tip: Make it a habit to update the status immediately after each conversation — an updated funnel is the difference between feeling in control and chaos.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.