From Leads tab you can:

• See the list of all your leads. You can search for any specific lead using Quick Search box (1). You may sort or filter the columns as needed (2). You choose which columns you want to be displayed (3). By clicking Export button you can download the list as CSV or Print it (4). By clicking on a specific lead, you will be taken to the Leads Details screen (5).
• Select Event - filter the list by selecting the event (6)

Lead Details View

To view or modify a lead, navigate to the Leads tab on the main menu (1), and select the corresponding row for the desired lead (2).

Contact Information

• Contact Information - you can see all basic information about lead (1)
• Edit Contact Information- click to make changes (2)

Learn how to edit lead details in this article.

Address

• Address - you can see all details of the address (1)
• Edit Address- click to make changes (2)

Learn how to edit address details by reading this article.

Connect to Salesforce

<aside> 💡 Connect to Salesforce Settings are only available if Romify is connected to Salesforce.

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• If lead is not yet in Salesforce this box will be empty. If lead is already in Salesforce you can see View Name of the lead in Salesforce with link to Salesforce (1). By clicking the link you can open it in Salesforce