Free Tilda CRM To Manage Leads | Tilda Tutorial
Learn how to set up Tilda CRM, a free easy built-in tool that helps you manage leads and keeps track of all incoming requests from your website. Organize leads and submissions from prospects and existing clients, see statistics, and improve the efficiency of your sales funnels while growing your business.
00:00 Intro
00:14 How Tilda CRM helps with lead management
00:35 Creating a new list and connecting your entire website to CRM
01:39 Connecting a specific form to the CRM
03:02 Two interface modes: Table view vs Kanban view
03:57 Managing leads in the Table view
04:39 Connecting input fields in the form to the CRM manually
05:10 Deleting and hiding fields in the CRM list
05:40 Viewing and editing the lead card
06:04 Emailing clients directly from the CRM
07:24 Contact card overview
08:00 Exporting all the lead data from the list as a CSV file
08:41 Viewing detailed statistics on the particular lead
09:40 Viewing statistics of the project
11:02 Adding comments to a lead card
11:15 Granting access to the list to other users
11:57 Making a specific user responsible for a particular lead
12:53 Managing leads in kanban view
13:19 List Setting tabs overview
▪ More on managing leads with Tilda CRM: https://help.tilda.cc/tilda-crm
▪ More on creating newsletters with Tilda Email Campaign Builder: https://tilda.cc/lp/email-campaign-bu...
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