Managing Leads

Importing & Exporting Clients Introduction You can import clients to Ohmylead and export your Ohmylead client list to CSV, giving you full flexibility to transfer and manage your data wherever you need it. You can export recent clients from the la...

Your Leads screen shows all Leads that you've added to Ohmylead and gives you options to search your client list, view client details...

The lead details screen gives you access to all the information and actions related to a given lead or client. You can view and edit your

Follow Up Reminders Introduction Ohmylead has built-in follow up reminders for every lead, making it easy to keep your relationships warm and prevent any leads from falling through the cracks. Follow up reminders can be automatically set when you ...