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New Lead

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Dashboard

Your lead pipeline at a glance —

Today's Reminders

Law Firms

active leads

+ added this week

Have Email

reachable

of total

In Campaigns

enrolled leads

replied all time

Replies This Week

last 7 days

bounced all time

Pipeline Stages

Practice Areas

No practice area data yet

Recent Activity

No activity yet

Recent Leads

No leads yet

Pipeline Board

Drag leads between stages

All Leads

No leads match filters

No lead selected

Click any lead from the list

Contact Information

Work Email
Work Email Not available
Personal Email
Company Phone
Mobile
Website
LinkedIn
Location

LinkedIn Outreach

Activity

AI Score

Pipeline Stage

Deal Value

$

Tags

Follow-up Date

Reminders

No reminders set

Notes

Enroll in Campaign

Email Sequences

Log Activity

Activity Timeline

No activity yet

Call History

Email Events

No email events yet

Follow-ups Today

Firm NamePractice AreaCity / StateEmailStatusFollow-up

No follow-ups for today

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Import Law Firm Leads

Upload Excel or CSV โ€” columns auto-detected. Leads are auto-classified as law firm contacts.

Auto-detected columns

Standard columns (name, email, phone, city, state, website) are auto-mapped. Law firm specific columns:

practice_area or "Practice Area" firm_size solo / small / mid / large

Drag & drop your file here

Supports .xlsx ยท .xls ยท .csv

Importing and deduplicating...

โœ“ Import Complete

Imported

Duplicates

Total Rows

Columns detected:

Settings

๐Ÿ”—
n8n Webhooks

URLs where leads and triggers are sent

๐Ÿ“ž
Callcentric SIP

SIP credentials configured in server environment โ€” read only

SIP Username webrtc
Caller ID / From Number +1 (512) 381-7000
SIP Server crm.hammadmajeed.com
Connection Status

โœ‰๏ธ
Email Sequences

One sequence name per line

Tags

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Data Export

Export is restricted to admin users.

Change Password

Manage CRM users and their permissions

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Review and action BDA delete requests

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No pending deletion requests

Daily activity tracking per BDA โ€” requests, messages, connections, leads, meetings, deals

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No BDA users found

Sending Mailboxes

Email addresses used for outreach. Add them here, then select in n8n workflows.

Email Inbox

Replies and events from your email sequences

No email replies yet

Replies from your n8n sequences will appear here.

Campaigns

Email campaigns run in n8n โ€” track enrollment and replies here

No campaigns yet

Campaigns are created in n8n โ€” enrolled leads will appear here.

Enrolled

Active

Replied

Bounced

No enrolled leads
Lead Emails Sent Status Last Sent Mailbox Enrolled
No leads match this filter

New Campaign

Campaign Name *

Use underscores for spaces. n8n workflows reference this name.

Contact Information

Work Email
Work Email Not available
Personal Email
Company Phone
Mobile
Website
LinkedIn
Location

LinkedIn Outreach

Activity

AI Score

Pipeline Stage

Deal Value

$

Tags

Follow-up Date

Reminders

No reminders set

Notes

Enroll in Campaign

Email Sequences

Log Activity

Activity Timeline

No activity yet

Call History

Email Events

No email events yet

Add User

Edit User

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Save Segment

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