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Step-by-step guide

CRM guide

Manage contacts, source attribution, pipeline status, booking, notes, and lead follow-up without losing context.

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1

Open CRM

Use search and filters to find leads by name, service, source, or status.

2

Review source context

Check which ad, landing page, form, or booking created the lead.

3

Update pipeline status

Move leads through new, contacted, booked, qualified, won, or lost states.

4

Add notes

Keep manual notes tied to the contact timeline.

5

Report quality

Use CRM status to judge ad and landing page quality, not only raw lead count.

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