Guides & Documentation
Learn how to get the most out of LeadsFollow CRM. Everything you need to know, from getting started to advanced features.
Popular Guides
Welcome to LeadsFollow
Get started with LeadsFollow CRM - the CRM built specifically for travel agents. Learn the basics, explore key features, and discover how to turn inquiries into booked trips.
Quick Start Guide
Get up and running with LeadsFollow in 5 minutes. Quick start guide to create your first lead, set up your pipeline, and start tracking travel inquiries immediately.
Creating Your First Lead
Learn how to create, view, and manage your first lead in LeadsFollow. Step-by-step guide to adding contact information, setting status, and organizing your leads.
Browse by Category
Billing & Subscriptions
Subscription plans, billing, and usage limits. Learn about different subscription tiers, manage your billing settings, understand usage limits, upgrade your plan, and handle subscription changes.
Communications
Track calls, emails, meetings, and use AI-powered suggestions. Learn how to log communications, view complete history, leverage AI for better email drafts, and maintain a complete record of all client interactions.
Forms & Lead Capture
Create forms to capture leads from your website. Learn how to build custom lead capture forms, configure form fields, publish forms publicly, view submissions...
Getting Started
New to LeadsFollow? Start here to learn the basics. Get up and running quickly with step-by-step guides, learn about key features, and discover how to create your first lead in just minutes.
Lead Management
Everything about creating, managing, and organizing leads. Learn how to add leads manually, import from CSV, search and filter effectively, update lead statuses, and never lose track of an inquiry.
Pipeline & Workflow
Visual pipeline, kanban boards, and workflow management. Learn how to use drag-and-drop to move leads between stages, create custom views, and visualize your sales pipeline to close more bookings.
Task Management
Stay organized with tasks, reminders, and follow-ups. Learn how to create tasks, set priorities, filter by status, use the task dashboard, and never miss an important follow-up with your leads.
Team & Collaboration
Invite team members, manage roles, and collaborate. Learn how to build your team, set up permissions, share leads effectively, assign work, and enable seamless collaboration across your travel agency.
Trip Management
Manage multiple trips for each lead, track status, and organize trip details. Learn how to create trips, update statuses, manage timelines, and handle multiple trip inquiries for the same client.
Troubleshooting & FAQ
Common issues, solutions, and frequently asked questions. Find answers to frequently encountered problems, learn performance tips, check browser compatibility, manage account settings, and get help when you need it.