From Leads tab you can:

• View your complete list of leads. Use the Quick Search box (1) to find specific leads quickly. You can sort or filter the columns as needed (2), and reset the sorting (4) if required. Customize which columns are displayed by selecting your preferences (3). The Export button allows you to download the list as a CSV file or print it (5). Use the Import button to add additional information to your exported leads and upload them back into Romify Hub and the integrated CRM system (6). Clicking on a specific lead will take you to the Lead Details screen (7).
• 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