SalesTitan CRM Leads:

To get started with SalesTitan CRM Leads, go to top bar in the Sales OS and click on Leads.  This will redirect you to the leads board.

CRM – Leads Board:

SalesTitan CRM Leads lets you collect and store the information of your leads from where you can connect with them and start converting.  Keep track of and manage leads, Moreover, boards are fully interactive and collaborative, so you and your team can work together to get things done.

Create New Lead:

To add a new lead, click on the “+” button on the top of the group pane next to the group name. 

You can also create a new group by clicking on the “Add new group” button at the bottom or by clicking on the + Group button next to the AI Darwin.

Advance Functions of the Board:

The leads board has different advanced features to manage and control leads.

Leads – Search & Person:

Search: Type in the search box and search for anything within the leads boards. 

Person: Quick person filter allows users to filter leads person-wise.

Leads – Sort:

The Leads page has multiple sort options; you can sort by a dedicated work stage sort or by normal sort.

Leads – Filter:

The Leads page has advanced filter options; you can filter data by a dedicated work stage filter or by the normal filter.

Leads – Hide:

Hide or Un Hide the unwanted columns by simply selecting or deselecting the columns. 

CRM Leads:

After creating a lead, you can further work on the Lead by taking Notes, creating tasks, and sending emails, calls, or sms for follow-ups, and more. Just hover your mouse on the right side, Press the “Start Conversation” button and you can see the “Activity Log,” from which you can monitor all the activities done on this Lead.

Deleting a Leads from the Board:

To delete a Lead from Leads board, select any Lead or multiple Leads from the group – an “Option Box” will apear which allows you to Delete, Duplicate, and more. 

Leads – Bulk Emails

When clicking on a number of leads you will have the option to do a bulk status change, bulk text message, and bulk email!


Leads Add Views:

Click on the “+” button beside the Main view and Add more views.It includes Charts, Kaban, Dashboards and more.

In this example below we will add in and setup a Kanban view: 

Leads – Add Columns:

Scroll to the right side of the Leads board and press “+New” to add more columns.

Press “More Columns” to further explore the pre-set columns with advanced features like “Status,” “People,” “Timeline,” and more. 



Screen Shot 2023-12-22 at 11

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.