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Configure Lead Sources and Automatic Capture

Open CRM → Lead Sources to configure the generally available enquiry channels shown for your business. Every enabled source uses the same business scope, duplicate checks and lead history.

Configure a source

Section titled “Configure a source”
Route new enquiries
  1. Select Configure on an available source.
  2. Turn Capture enquiries on or pause it without deleting history.
  3. Choose Send enquiries to for the destination location.
  4. Choose to leave enquiries unassigned, assign one team member or distribute them across eligible team members.
  5. Set the Response target.
  6. Turn on Send a new-enquiry notification when the assigned person or owner should be alerted.
  7. Save and test with a safe enquiry.

Share the website enquiry page

Section titled “Share the website enquiry page”

For Website & public profile, use Get website button. Copy the shareable enquiry link or the small HTML button. Both open Yepsta’s secure mobile-friendly enquiry page; no script or form-builder plugin is required.

Callback, quote, trial and supported WhatsApp enquiries use the configured source destination when those entry points are active for your business.

Import leads from CSV

Section titled “Import leads from CSV”

Select Import leads, download the fixed template and prepare up to 1,000 rows. Supported columns are name, phone, email, interest, message, campaign and source_detail.

Choose the location and assignment rule, validate the file, review row-level issues and select Import valid rows. A bad row does not prevent other valid rows from importing. Imported records do not imply marketing consent.

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