| Name ↕ | Phone ↕ | Email ↕ | Type ↕ | Stage ↕ | Value ↕ | Last Contact ↕ | Tags | Actions |
|---|
Calendar
👤 Agent Profile
⚙️ Default Values
Set defaults for new leads
🎴 Card Preview Fields
Select which fields appear on kanban lead cards
📝 Custom Fields
Drag rows to reorder fields. Fields appear in the client modal based on their tab assignment.
| Field Name | Type | Tab | Required | On Card | Actions |
|---|
💾 Data Management
Local Storage Used
0 KB
~5 MB available
0Leads
0Custom Fields
0Activities
📊 Google Sheets Live Drip-In
Connect to a public Google Sheet to automatically pull new leads. Sheet must be published as CSV (File → Share → Publish to web → CSV format).
Publish your sheet to web as CSV format
Disabled
📅 Calendar Sync
Sync your CRM events with your calendar. Two-way sync keeps your appointments updated everywhere.