CRM and Unibox

Import leads and verify emails

How to import leads from a CSV or a pasted list into EmailPal's CRM, a list or a campaign, map columns and custom fields, skip duplicates and blocked addresses, and verify emails during the import.

Unibox, the shared inbox for replies

How to use EmailPal's Unibox. Views, filters, reading and replying, reminders, scheduled replies, reply templates, labelling leads and keyboard shortcuts.

Lead statuses

The built-in lead statuses in EmailPal's CRM and Unibox, what each status type does when you set it, and how to add your own.

Pipeline and opportunities

How EmailPal's CRM pipeline works. The default stages, how a positive reply creates or moves an opportunity, how Won and Lost close it, and how weighted value is calculated.

Tasks in the CRM

How to add, complete and delete follow-up tasks in EmailPal's CRM, attach them to a lead, and find overdue ones on the Tasks page and the CRM home.

CRM reports

What the three CRM reports show. Conversion by campaign, leads by status and pipeline by stage, and how reply rate is defined, the same way here and on a campaign's Analytics tab.