Using Lead Gen
What It Does
Lead Gen helps you find and capture potential customers for your business. Use it to build prospect lists, track incoming leads, and move contacts through your pipeline — all from one place inside BizRnR.
How to Get Started
- Navigate to Lead Gen from your main dashboard sidebar.
- Set up your lead source — connect a form, import a contact list, or add leads manually.
- Define your pipeline stages to reflect your sales process (e.g., New, Contacted, Qualified, Closed).
- Add or capture leads and assign them to the appropriate stage.
- Track activity by logging notes, follow-ups, or status changes on each lead record.
Start simple — you can customize fields and stages as your process develops.
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Common Questions
Can I import leads I already have? Yes. Lead Gen supports importing existing contacts. Look for the import option within the Lead Gen section and follow the on-screen prompts to map your data fields correctly.
How do I know when a new lead comes in? You can configure notifications within your account settings so you're alerted when a new lead is captured or assigned to you.
Can multiple team members work in Lead Gen? Yes. Leads can be assigned to different team members, making it easy to split ownership and track who is responsible for each contact.
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> Tip: Keep your pipeline stages up to date. Accurate stage tracking gives you a clearer picture of where your leads stand at any given time.