• Dashboard
  • Sales
    • Leads
      •
    • Form New
      •
    • Documents
    • Document Templates
    • Items
      •
    • Activities
      •
    • Scheduler
  • Mailbox
  • Clients
    • Customers
      •
    • Client Portal 2.0
  • Invoices
    •
  • Automation
    • Email Sequences
    • Email Templates 2.0
  • Universe
    • All Resources
      •
    • Wednesday Webinars
      •
    • Agency Advocate
    • Team Branding + Payment Methods Custom fields Email templates Connected apps Go to all settings
    • Notifications 6

    No notifications right now

    Notification Settings
  • 6
    • Avatar
    Test Last Name

    natasha.mcintyre123@gmail.com

    Update
    |
    Current Workspace
    My Nice Agency
    Help articles Refer and earn Billing
    What's New?
    Avatar
    New Workspace
Help Section
Upgrade Plan

Add a New Lead

Learn more
New Stage
New Activity
Send Email
Schedule email

Enroll Leads to Sequence

Choose which Sequence should the selected leads be enrolled into

Enroll Leads in Sequence

Connect your Sales Inbox
Connect your email
Choose your email service provider
Add Note

Convert To Customer

Learn more
Files, Notes, Tags and Documents for this Lead will be transferred to the Customer.

Upgrade My business

Dummy Data