How Can We Help?
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.