Skip to main contentOverview
The CRM tab lets you manage customers and leads for your website, including form submissions and contact information.
Accessing
- Open website in editor
- Click the CRM tab in the header
Customer List
View all customers with:
- Name and email
- Phone number
- Company
- Source
- Date added
Search and Filters
- Search by name or email
- Filter by source
- Filter by date range
- Sort by various fields
Customer Fields
| Field | Description |
|---|
| Name | Customer name |
| Email | Email address |
| Phone | Phone number |
| Company | Company name |
| Source | How they found you |
| Notes | Internal notes |
| Tags | Custom labels |
Actions
- Add Customer - Manually add a customer
- Export CSV - Download customer data
- Import - Bulk import customers
Tips
- Add notes for context
- Use tags for segmentation
- Export regularly for backup
- Review form submissions
