Monkey CRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7...

We assume that you already have created the proposal. Cli...

Leads email integration is powerful Monkey feature who allow you to integrate leads from your email address. You can set up ...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekl...

Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button cl...

To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead i...

Assign lead to staff member /Leads...

You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup -> Leads -> Statuses and click&...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...