Romify offers a number of robust options when it comes to filtering, sorting and analyzing your leads!

Let’s start with an overview of the the Leads tab - from here, you can view your complete list of leads and:

• use the Quick Search box (1) to quickly find specific leads
• sort or filter the columns as needed (2)
• reset the sorting (4)
• customize your preferences as to which columns are displayed (3)
• download and/or print your lead list as a .CSV file (5)
  • bulk update your lead information by editing the exported file and re-importing it using the Import button (6)
• view a specific Lead’s details by clicking on the lead you wish to review (7)
• filter your lead list by a specific event (8)

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” Card

• View all of the basic information about the lead (1)
• Click the pencil icon to make edits (2)

Learn how to edit Lead details here.