Adding or removing a lead
Add a recipient
- Visit the Recipients page in your dashboard
- Click the [+] Add new recipient button
- Add recipient name, email address and/or contact number
- Click Create
Remove a recipient
- Visit the Recipients page in your dashboard
- Click the ☑ checkbox button next to a recipient
- Click Delete in the top right corner
Adding or removing a company
Updating recipient or company details
Updating a recipient
- Visit the Recipients page in your dashboard
- Click the edit button to the right of a recipient
- Edit the required details
- Click Create
Updating a recipient
- Visit the Companies page in your dashboard
- Click the edit button to the right of a company
- Edit the required details
- Click Create