Adding and removing leads and recipients

    Adding or removing a lead

    Add a recipient

    1. Visit the Recipients page in your dashboard
    2. Click the [+] Add new recipient button
    3. Add recipient name, email address and/or contact number
    4. Click Create

    Remove a recipient

    1. Visit the Recipients page in your dashboard
    2. Click the ☑ checkbox button next to a recipient
    3. Click Delete in the top right corner

    Adding or removing a company

    Add a company

    1. Visit the Companies page in your dashboard
    2. Click the [+] Add new company button
    3. Add company name
    4. Click Create

    Remove a company

      1. Visit the Company page in your dashboard
      2. Click the ☑ checkbox button next to a company
      3. Click Delete in the top right corner

    Updating recipient or company details

    Updating a recipient

    1. Visit the Recipients page in your dashboard
    2. Click the edit button to the right of a recipient
    3. Edit the required details
    4. Click Create

    Updating a recipient

    1. Visit the Companies page in your dashboard
    2. Click the edit button to the right of a company
    3. Edit the required details
    4. Click Create