✨ Introduction:
Whenever a potential customer submits a form on your website, their information flows directly into your New Leads section on the Webware Dashboard. From here, you can review their submission details, view their Contact Card, and take immediate actions such as sending an email, making a call, or assigning a follow-up task — all from a single view.
🔔 What to Know Before You Start:
You’ll need Admin or TeamAdmin permissions to access the New Leads section.
All form submissions, regardless of which form they come from (Contact Us, Quote Request, etc.), appear in the New Leads feed.
Each lead is automatically added to your CRM, with all form submissions visible on the Contact Card.
🛠️ Step-by-Step: How to View and Manage New Leads from the Dashboard
✅ Step 1 - Accessing New Leads
Log in to your Webware Dashboard.
From the side navigation, click on Dashboard.
Scroll down to the New Leads section.
You will see cards for each lead, showing:
Name (if provided).
Form submitted (e.g., "Contact Us", "Lead Management Quick Inquiry", etc.).
Date and time of submission.
✅ Step 2 - Reviewing Lead Details
Click the orange arrow icon on a lead card to open the Form Data page.
Review all the information the lead submitted, including:
Name
Email address
Phone number (if collected).
Message or inquiry details.
Click View Profile to open the Contact Card, where you can see:
All past interactions with this contact (including form submissions, emails, payments, and website visits).
Contact details, notes, and tasks.
Any previous conversations or communications.
✅ Step 3 - Taking Action on New Leads
From either the Form Data page or the Contact Card, you can:
Action | How to Do It |
Send an Email | Click the Email icon to open a new email directly linked to this lead. Use Write For Me (Rivi AI) to help draft a reply. |
Make a Call | If Webware Phone is enabled, click the Phone icon to call the lead directly. |
Assign to a List | Click Add to List on the Contact Card to segment this lead for follow-ups. |
Create a Task | In the Tasks section, assign yourself or a team member a follow-up reminder. |
✅ Pro Tip:
For high-priority leads, send a personalized email immediately after they submit a form and follow up with a phone call if needed. Quick responses help improve conversion rates.
🎯 Next Steps:
After following up with a lead, you can:
Log any notes or additional details directly on the Contact Card.
Track whether the lead visits your website again via the Website Activity section.
Continue to manage all future conversations and interactions through the Conversations Inbox.