To push leads through Zapier, do the following:

1. Configure Zapier. See Integration with Zapier to push leads to other CRM using Zapier.
2. In the Actions operation, Choose and enter an app (For example; Gmail)
   For example; if want to push the lead to Gmail.
   
3. Enter an event, that will be performed when the Zap runs
   
4. Connect to your Gmail to Sign In to your Google account and click Continue.
   
5. In the Set Up Action, map the required fields to prepare the email body and click Continue.
   
   
6. Click Test & Continue button OR Skip Test button.
   
7. To publish Zap, click on Publish Zap > Publish & Turn On button.
   
   The Zap will be published.
   
   
   The Email Format in Zap:
   
   The Email format(When a new lead is created an email will be received in your configured Gmail account) in the below format:
   
   You have successfully pushed leads to Zapier.
   
   
   

LeadCentre.AI’s feature to send and receive E-mails, allows users to send and receive E-mails directly from the LeadCentre.AI interface. To send any E-mail from LeadCentre.AI, the user needs to configure an email-sending account, see Configuring Personal Level Email Account.
The LeadCenter.AI Emails section allows the user to :

• Receive Emails
• Reply to Emails

It also allows you to filter Emails based on their Stage, Email ID, Outgoing and Incoming, and Sort. Each filter drop-down option, lets you choose and filter the required Email. It also displays the total number of sent and received emails, open rate, and CTR.

Viewing Emails Details

The LeadCentre.AI Emails page displays the list of sent and received Emails for each lead.
To view the Email Details, do the following;

1. On LeadCenter.AI, go to Emails
   The Emails page is displayed.
2. Click on a Lead ID.
   
   The Lead Details page is displayed.
   
   
3. Scroll and go to the Emails section.
4. Click on the drop-down arrow to view the email details.
   

Sending Emails

To send an Email, do the following;

1. On LeadCenter.AI, go to Emails
   The Emails page is displayed.
2. On the Lead ID entries table, click on the Reply button.
   
3. Compose the Email; do the following
   Click on the Shortcodes drop-down list to use shortcodes for the message. The Shortcodes drop-down is available only for Replying to Emails.
4. Click on Send Email button to send the Email.

LeadCentre.AI’s feature to send and receive SMS, allows users to send and receive SMS directly from the LeadCentre.AI interface. To send any SMS from LeadCentre.AI, the user needs to add a virtual number, see Configuring Call Redirect (Virtual Phone Number) to capture Phone Leads.
The LeadCenter.AI SMS section allows the user to :

• Send and Receive SMS
• Reply to SMS

It also allows you to filter SMSs based on their Stage, Virtual Number, Status, and SMS type. Each filter drop-down option, lets you choose and filter the required SMS. It also displays the total number of sent and received SMS.

Sending and Receiving SMS

The LeadCentre.AI SMS page displays the list of sent and received SMS for each lead. Click on the drop-down arrow on the Lead ID to view the chain of SMS sent and received.

Sending or Replying to SMS

To send or reply to an SMS, do the following;

1. On LeadCenter.AI, go to SMS
   The SMS page is displayed.
2. On the Lead ID entries table, click on the Reply button OR Send SMS button.
   
3. Compose the SMS; do the following
   • Select the Virtual Number from the list of configured numbers. To add the virtual number, see Configuring Call Redirect (Virtual Phone Number) to capture Phone Leads.
   • Enter the “To” number. Select the country and enter the number.
   • Select a template from the Template drop-down list. To add an SMS template, see Creating SMS Templates.
   • Enter the message in the Message box. The estimated price for the SMS will be displayed on the right side under the box. A preview of the message will be displayed on the right side under the Preview box.
   • Choose Files and add an attachment.
     
     Click on the Shortcodes drop-down list to use shortcodes for the message. The Shortcodes drop-down is available only for Replying to SMS.
4. Click on Send SMS button to send the SMS.

Sending SMS to a Lead

To send an SMS to a lead, do the following;

1. On LeadCenter.AI, go to Leads > All
   The Leads page is displayed.
2. On the Lead table, click on > Send SMS.
   
3. Compose the SMS. See Step 3 in Sending or Replying to SMS.
4. Click on Send SMS button to send the SMS.

To push leads to Redtail as contacts, do the following:

1. In LeadCenter.AI Dashboard page > Leads 
2. Click on the three dots   under the Action column.
   
   The Action drop-down list will be displayed.
3. Click Push to Redtail CRM, to push the contacts
   
   Once you click the Push to Redtail CRM button, the job will start to push the lead as a new Individual contact. The push will be queued as a job. It will take a few minutes to create the contact, depending on the number of fields being pushed. Once the job is completed, you will receive an email notification.
   
   Note :
   • If you mapped the Company field, the system will look up if the company exists in Redtail. If it does not exist, it will create a new business contact for that company. If you do not wish to create new companies in Redtail, please do not map the company field.
   • If you mapped the Spouse fields, the system will also create a new individual contact for the Spouse and link it to the new contact as a spouse. 
     
   • If you mapped the Company field, the system will look up if the company exists in Redtail. If it does not exist, it will create a new business contact for that company. If you do not wish to create new companies in Redtail, please do not map the company field.
   • If you mapped the Spouse fields, the system will also create a new individual contact for the Spouse and link it to the new contact as a spouse. 
     

The Uploading CSV feature of LeadCenter.AI provides the user to upload lead information via. CSV format. You can download the format of the. CSV file, edit it and upload it to LeadCentre.AI.

To Upload Lead via CSV

To upload a lead via CSV, do the following;

1. On the LeadCenter.AI, go to Setup > Lead Capturing > Upload CSV
   The Download Sample CSV page is displayed.
2. Click on Download Sample CSV File to download the file.
   A sample.csv file will be downloaded.
3. Edit the. CSV file accordingly and save it in your system.
4. Click Choose File and click the Continue button.
   
   
   A preview of the top 4 rows will be displayed.
5. Choose the Yes radio button to display it as a heading and click Continue.
   
6. In the Match Columns page, if the fields match, click Confirm Mapping
   
   Once you click the Confirm Mapping button, it will be displayed as Confirmed Mapping.
   1. Click on the Edit button to edit field information.
      
   2. Click Ignore this column to ignore column information.
      
      If a field is ignored and not mapped, the information will not be uploaded to the Leads page.
   3. Click on the drop-down button and select the required field to be matched, if a mapping does not match.
      
   1. Click on the Edit button to edit field information.
      
   2. Click Ignore this column to ignore column information.
      
      If a field is ignored and not mapped, the information will not be uploaded to the Leads page.
   3. Click on the drop-down button and select the required field to be matched, if a mapping does not match.
      
   1. Click on the Edit button to edit field information.
      
   2. Click Ignore this column to ignore column information.
      
      If a field is ignored and not mapped, the information will not be uploaded to the Leads page.
   3. Click on the drop-down button and select the required field to be matched, if a mapping does not match.
      
   1. Click on the Edit button to edit field information.
      
   2. Click Ignore this column to ignore column information.
      
      If a field is ignored and not mapped, the information will not be uploaded to the Leads page.
   3. Click on the drop-down button and select the required field to be matched, if a mapping does not match.
      
   1. Click on the Edit button to edit field information.
      
   2. Click Ignore this column to ignore column information.
      
      If a field is ignored and not mapped, the information will not be uploaded to the Leads page.
   3. Click on the drop-down button and select the required field to be matched, if a mapping does not match.
      
   1. Click on the Edit button to edit field information.
      
   2. Click Ignore this column to ignore column information.
      
      If a field is ignored and not mapped, the information will not be uploaded to the Leads page.
   3. Click on the drop-down button and select the required field to be matched, if a mapping does not match.
      
7. Click on the Review button, once all the mapping is confirmed.
   
8. Click on Submit button to upload the information.
   
9. All the information will be uploaded to the Leads page.
   You have successfully uploaded the. CSV file information details.

LeadCenter.AI, Lead Intelligence feature provides the user with more intelligent information about a lead in various forms like the following:

Phone Call Intelligence

Whenever you receive a call on the virtual number, you can get more information about the lead the Phone Number, its Validity, Type, Owner Name, Phone Owner Type, Carrier, and State. You can also see the verified date of the phone number by the registered carrier.

Phone Call Intelligence also has the functionality of call recording and call transcription. This recording provides information about the lead like the lead ID, Status of the call(ACCEPTED/REJECTED), call arrival, call duration, play recording, call confidence (accuracy of the call), and call transcription.

Email Intelligence

Whenever you receive an email, you can get more information about the lead’s email ID, like the Email ID and its validity. You can also see the verified date of the email ID through the provider.

LeadCenter.AI allows managing tasks for all your employees or yourself by creating a to-do list. A to-do list helps to organize your tasks efficiently and effectively.
The Tasks page, displays the list of all the created tasks, a count of all the tasks in pending, completed, and canceled state, a filter to sort the task according to the owner, and the options to create, update, delete a task, assign an owner and modify the status.

Creating a Task

To create a task, do the following;

1. On the LeadCenter.AI, go to Tasks
2. Click Create Task to create a new task
   The Create Task page is displayed.
3. [OPTIONAL] Select a default autofill task from the list
   It lists some default tasks that when selected will autofill the Task Details section, which also can be modified or changed according to user requirements.
   
   
   
   
4. In the Task Details section, enter the field information;
   • Title:  Enter a title for the task for example; “Send an email to XXX lead”.
   • Due At: Select the due date and time of the task.
   • Owner: Select the owner to whom the task will be assigned from the drop-down list.
   • Status: Select a relevant status for the task for example; Not Started, Under Progress, Completed, Cancelled.
   • Notes: Enter any notes or comments if you have any.
     
     
     
     
5. Do a review and click Save Changes.
   A message will be displayed “Task Created Successfully”.
6. To view the details of the task click on the down arrow.
   
   
   

Updating a Task

To update a task, do the following;

1. On the LeadCenter.AI, go to Tasks
2. Click on the task to be edited and click Update Task
   
   
   
   The Update Task page is displayed.
3. Edit and update the changes for this task and click Save Changes
   
   
   
   A successful message “Task updated successfully” is displayed.

Assigning  Owner to a Task

To assign an owner, do the following;

1. On the LeadCenter.AI, go to Tasks
2. Click on the task to be assigned and click Assign Owner
   
   
   
   The Assign Task Owner page is displayed.
3. Select the new owner from the Task Owner drop-down list and click the Assign New Owner button.
   
   
   
   A successful message “Owner assigned successfully” is displayed.
4. From the Owner drop-down list select the new owner and the task will be shown assigned to the selected owner.
   
   
   
   The newly assigned owner:
   
   
   

Deleting a Task

To delete a task, do the following;

1. On the LeadCenter.AI, go to Tasks
2. Click  on the task to be deleted and click Delete Task
   
   
   
   A successful message “Task deleted successfully” is displayed.

Changing Task Status

To change the task of status, do the following;

1. On the LeadCenter.AI, go to Tasks
2. Click on the task to be edited and click the task status to be updated(Not Started, Under Progress, Completed, and Cancelled)
   
   
   
   A successful message “Task status changed successfully” is displayed.
   
   

Assigning Task to  a Lead

To assign a task to a lead, do the following;

1. On the LeadCenter.AI, go to Leads Dashboard
2. Select a lead to create a task
   • Click  and click Add Task
     
     
     
     OR
     
   • On the Lead Details page (for a lead), go to > Lead Actions > Add Task
     
     
     
     OR
     
   • On the Lead Details page (for a lead), scroll to the Task section and click Add Task
     
     
     
     The Create Task page is displayed.
3. Fill in the field details for the lead and click Save Changes.
   
   
   
   
4. A message will be displayed “Task Created Successfully”.

To verify if the task is created for the lead, go to Lead Detail(of the Lead from whom the task was created) and scroll to the Tasks section.

LeadCentre.AI Appointments section helps you to track your schedule, like your meetings and appointments.

It helps you to;

• Create Appointments
• Manage Calendars and Appointments
• Viewing Scheduler
• Switch Calendars
• Editing Employee Calendars

Creating Appointments

To create an appointment, do the following;

1. On LeadCenter.AI, go to Appointments
   
   The Appointments page is displayed.
2. Click on the New Appointment button.
   
3. Enter the details to create a new appointment. See the table below for more details on the fields.
   
4. Click Create Appointment button to create the appointment.
   A success message “Appointment Created Successfully” will be displayed.
   

Fields	Description
Attendees	Select Attendees from the drop-down list.
Customer Name	Enter the customer’s name.
Customer Email	Enter the customer email ID.
Timezone	From the drop-down timezone list, select the required time based on the preferred time.
Customer Phone	Enter the customer’s phone number from the drop-down list.
Company Name	Enter the customer’s company name.
Start Date, Start Time, End Date, and End Time	Pick your start date, start time, end date, and end time in an hour-and-minute format and click Apply.
Subject	Enter the subject for the appointment for example “Demo meeting with Lead“.
Description	Enter the description for the appointment for example “Discussion about the Website“
Meeting Type	Select the meeting type by clicking on the radio button.
Location or Virtual Meeting Link	Enter the Location or Virtual Meeting Link.
Importance	Select the Importance from the drop-down list. Low, Medium, and High.
Priority	Select the priority from the drop-down list. 1, 2,3, 4, 5, and 6.

Editing Appointments

To edit an appointment, do the following;

1. On LeadCenter.AI, go to Appointments
2. Click on the appointment from the calendar.
   The Appointments Edit page is displayed.
   
3. [OPTIONAL] Click the Cancel Appointment button to cancel the appointment.
4. [OPTIONAL] Click the Complete Appointment button to complete the appointment.
5. [OPTIONAL] Click Save Changes and Reschedule button to save the change for the appointment.
   

Managing Calendars and Appointments

To manage Calendars and Appointments click on View All button. See Configuring Calendars and Appointments for more details.

Viewing Scheduler

To view the Scheduler, click on the Scheduler button.

Click on the forward and backward arrows to move to the next day or the previous day.
It allows you to view the schedule for 1 day, 3 days, and 7 days.

Switching Calendars

To switch between Employee Calendars, click on the Switch Calendar drop-down button and select the required employee calendar.

Editing Employee Calendars

To edit an employee calendar, do the following;

1. On LeadCenter.AI, go to Appointments
   The Appointments page is displayed.
2. Click on the Switch Calendar drop-down list.
3. Choose the employee calendar.
4. Click on the Settings button.
   
   The Edit Employee Calendars page is displayed.
5. Edit the employee details. For more details about editing employee details fields, see Step 4 in Configuring Calendars and Appointments section.
   
   

The LeadCenter.AI Lead Management System which is defined as the “Leads” section allows you to manage the information related to leads. It allows you to manage the leads by sending e-mails, creating appointments, adding comments, updating the status of the leads, etc. 

To manage leads do the following;

1.  On LeadCenter.AI, go to Leads
   
2. Select the lead to manage click Actions and select the required option from the drop-down list.
   

The LeadCenter.AI’s Lead Management System manages the following operations;

Adding Comments

To add any comments for a lead for example; if you had a meeting with the lead or call with the lead or sent an e-mail, you can add the comments by clicking on Add Comments. 

Adding Tasks

LeadCenter.AI allows managing tasks for all your employees or yourself by creating a to-do list. A to-do list helps to organize your tasks efficiently and effectively. For more details on adding a task, see Managing Tasks.

Creating Appointments

To create appointments with leads you can create by clicking on Create Appointments. Add the required details to create an appointment with the lead by setting the date and time etc. For more details on creating appointments see creating a new appointment in Managing Appointments.

Forwarding Leads

You can share lead details with a colleague or an employee by clicking on Forward Lead. The Share by Email page is displayed where you can add the email ID of a colleague or an employee and even add a comment.

Assigning Owner

LeadCenter.AI manages multiple owners. To assign an owner for the lead you can do by clicking on the Assign Lead Owner button. You can select the owner to whom you want to assign the lead from the drop-down list.
It also allows you to invite new users, click on “please click here” See Adding and Deleting Users to add an owner. 

Updating Lead Information

You can update the information for example; basic information, address information, and Water Damage Enquiry Information for each lead by clicking on Update Lead.
Modify the information to be updated for the lead and click on the Save Changes button.

Composing E-mail

You can also compose an e-mail from the LeadCenter.AI platform to the lead by clicking on Compose E-mail.
You can compose your text for the lead and Click on Send E-mail button to send out the e-mail to the lead. For more details to send e-mails, see Sending and Receiving E-mails.

Sending SMS (Short Message Service)

LeadCenter.AI Sending SMS is a premium feature. You will need to upgrade your site with a premium plan to send SMS to your lead.
Once you have upgraded to this premium service, you can send an SMS to your lead by clicking on Send SMS. You can compose your message and Click on Send SMS button to send out the SMS to the lead. For more details to send SMS, see Sending and Receiving SMS.

Run a Manual Action

LeadCenter.AI allows the user to run a manual action. Select the action to be executed and click on the Run button to run the manual action.

Closing Lead

When you want to move a lead to a closed state, for example, won, disengaged stage, etc. you can close the lead by clicking on the Close Lead button.
Enter the Actual Revenue, Select Close Stage from the drop-down list, and click on the Close Lead button to close the lead.
Note: You can add the Actual Revenue as zero ($0) for other closed stages except Won Stage.

Archiving Lead

LeadCenter.AI Lead Management System allows you to delete a lead. Whenever a lead needs to be removed click on the Delete Lead button.

Viewing Details

When you want to view the detailed information of a lead, you can view the lead details by clicking on the View Details button. Viewing Details displays the “View and Manage Your Lead” page which allows you to view and manage your lead. 
You can edit as well as get an overview of the lead along with customer information, appointments, additional information, customer inquiry, actions, comments, emails, and SMS information.

Adding Offline Lead

There are some instances where the lead is not generated from the online website forms, for example; you may have acquired the lead via an email campaign or call, etc. for which you have to manually add the lead in offline mode. 

By adding the new lead in offline mode in the LeadCenter.AI Lead Management System, you can track all your business here.

To add a lead in offline mode, do the following;

1.  On LeadCenter.AI, go to Leads
2. Click on the +Add New Lead button.
   
3. Enter the Lead Basic Details, Address, and Custom Field information.
   
4. Click on the Save Changes button to add the lead in offline mode.
   You have successfully added the new lead in offline mode.

Searching Leads

The Searching Lead section describes how to search lead information based on certain filters.
By default, the New stage filter under the Stage column filter will be displayed at the top of the list.

To search for leads, do the following;

1.  On LeadCenter.AI, go to Leads
2. Choose the options from the drop-down list of Stage, Came Between, Source, Category, Medium, Owner, Stalled For, etc.
3. Enter the ID, Name, Email, Phone, or Company Name and press Enter on your keyboard.
   
   You have successfully searched the lead.

There are some instances where the lead is not generated from the online website forms, for example; you may have acquired the lead via an email campaign or call etc. for which you have to manually add the lead in offline mode. 

By adding the new lead in offline mode in the LeadCenter.AI Lead Management System, you can track all your business here.

To add a lead in offline mode, do the following;

1. Go to LeadCenter.AI Store Manager page 
2. Click on Setup 
   The LeadCenter.AI SETUP page is displayed.
3. Click on Leads 
4. Click on Add New Lead icon  to add a new lead in offline mode
   
   The Add New Lead window is displayed.
5. Add the following details;
   Customer Name:  Enter the customer name.
   Customer Email: Enter the email ID of the customer.
   Customer Mobile: Enter the mobile number of the customer.
   Company Name: Enter the company name.
   Source: Choose the source from the drop-down list. See Setting Lead Sources for more details to add to this list.
   Expected Revenue (USD): Enter the expected revenue from the customer.
   Interested in which service: Select the service that the customer is interested in from the drop-down list
   Customer Enquiry : Provide a description about the enquiry of the customer.
   
6. Click on Add New Lead button to add the new lead in offline mode.
   The newly added lead will be displayed. You have successfully added the new lead in offline mode.

Searching Lead section describes how to search lead information based on certain filters.
By default the New stage filter under Stage column filter will be displayed at the top of the list.

Each of the filter options are explained below;

1. Lead Stages (icons) : The Lead Management page displays all the stages above the Filter & Manage Leads section. You can click on any of the stage icons to filter based on each stage.
   
2. Stage : This filter is used to search the lead information based on the particular stage. You can choose from the list of default stages. See Setting Lead Stages for more details on adding a new stage.
3. Came Between : This filter is used to search the lead information based on the month, date, or day. There is a Custom option which allows you to customize the search option based on your selection. It allows you to choose the date and month and time from the Duration window which is displayed when you click on Custom filter.
4. Source : This filter is used to search the lead information based on the source. You can choose from the list of default source information. See Setting Lead Sources for more details on adding a new source.
5. Owner :Orxy Cloud Lead Management System allows you to have multiple owners for the your all your leads.  This filter is used to search lead information based on the owner of this lead. 
6. Search Field : The search field box allows you to enter the required field to search for example; name, email or mobile number etc. Enter the required information to be searched and press Enter in your keyboard.
7. Sort By : This filter allows you to sort the filters based on the Oldest First or Newest First drop-down list.

To search the leads, do the following;

1. In the Orxy Cloud Store Manager click on Leads
2. Go to the Filter & Manage Leads section
3. Select the required filter option for the search and press Enter on your keyboard.
   For more information on the filter options see the list provided above.
   After you make the search the filtered leads will be displayed.
4. To remove the filter click on this type of search filters .