Sales
Pipeline, quotes and lead capture
How to Create and Send Professional Quotes
Create professional, numbered quotes with line items and send them to clients directly from the platform. Track every quote from draft to accepted and keep everything linked to your Lead Engine contacts.
How to Create and Manage MembershipsBeta
Learn how to create paid membership plans with multiple tiers, set monthly or yearly pricing, and manage your subscribers, all connected to Stripe.
Lead Capture Forms: Grow Your Email List with Website VisitorsBeta
Lead Capture Forms let you collect email addresses from website visitors using popups, inline forms, or exit-intent triggers, all connected directly to your email lists for automatic signups.
How to create a Funnel: guide visitors from quiz to trust
A Funnel guides visitors through a short diagnostic quiz and then offers each person a personalized trust path with curated content and a follow-up email series. This article walks you through setting up your quiz, trust paths, Trust Packs, and promotional assets step by step.