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Leads

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Overview

Vestor provides an easy, built-in CRM system to track and manage new leads.

View and Manage Leads

Go to Leads Mgmt.

Select a form
In the upper-right of the Leads Mgmt screen, select a form from the dropdown menu. This will display all of the form submissions you have received for that form.

Change a Lead Status
Under the “Action” column, select the Lead Status from the dropdown.

Add, edit or delete Lead Statuses

Go to Leads Mgmt > Settings.

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