Business Details
Manage Leads

Instructions

• Login to the Roomvo PRO Dashboard

• Under Engagement, select the Leads tab in the menu
  
  

This page will display a list of all leads received through your Roomvo Site

• Select a lead to edit notes, tasks, attachments and more

• Select Create a New Lead to add a new entry

• Select Export CSV to export the leads list as a spreadsheet
  
  
  

Roomvo Tip! Leads from your Roomvo Site will be sent directly to the email of your choice. If you'd like more than one email to receive these leads (or if you'd like to set a unique email recipient for each store location), please reach out to your Website Account Specialist.

See it step-by-step