Technical Reference & Guide

01. Quickstart Guide

To initiate your CRM dashboard setup, complete standard credentials sign-up at the registration gateway. Once workspace parameters are active:

1. Navigate to your organizational workspace environment.
2. Establish custom pipeline columns representing your unique conversion stages.
3. Ingest your first batch of active lead contacts using our clean CSV file uploader.
4. Track progress and configure webhook nodes for real-time campaign syncs.

02. Lead Ingestion Methods

BigLead supports two flexible approaches to loading customer prospect records into databases:

• CSV Sheet Imports: Ensure your column layouts correspond strictly to: `name`, `email`, `phone`, `company`, `value`. BigLead sanitizes numbers dynamically during import.
• Webhook Triggers: Sync automated webhooks from Facebook Lead Ads or custom landing pages directly to your workspace secret API token URL to record leads instantly.

03. Customizing Pipelines

Map your physical conversion checkpoints inside the Drag-and-Drop pipeline settings. Move columns easily to mirror:

New Capture >> Telephony Call Connected >> Live Negotiation >> Invoiced >> Contract Completed

04. Telephony Callback Setup

Automated Callback schedules establish a direct telephonic bridge. The moment a new leadwebhook maps in, the platform triggers routing. Configure caller ID rules, representative ring order, and timezone safety limits inside Telephony Settings to respect local country DND guidelines.

05. Team Permissions & Security

Secure workspaces from unauthorized exports or edits using role structures:

• Administrators: Full authority over database exports, team membership, subscription invoices, and webhook configurations.
• Sales Representatives: View assigned lead rows, drag pipeline cards, and log phone notes.