Help Center
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Browse articles by category, or scroll down to find answers to the most common questions.
Browse by category
Getting Started
Set up your account, invite your team, and start capturing leads.
- How to create your EazeLead account
- Setting up your company profile
- Inviting team members to your workspace
- +2 more articles
Lead Management
Capture, organise, and track every lead in your pipeline.
- How to add a new lead manually
- Importing leads in bulk (CSV & Excel)
- Assigning leads to team members
- +2 more articles
Sales Pipeline
Move deals through stages and keep your pipeline organised.
- Setting up your pipeline stages
- Moving deals through the pipeline (drag & drop)
- Creating custom pipeline views
- +2 more articles
Sales Automation
Set up workflows, reminders, and automated follow-up sequences.
- Creating your first automation workflow
- Setting up automatic lead assignment rules
- Scheduling follow-up reminders
- +2 more articles
WhatsApp & SMS
Send campaigns, track responses, and manage opt-outs.
- Connecting your WhatsApp Business account
- Creating and sending a WhatsApp campaign
- Setting up SMS campaigns
- +2 more articles
Invoices & Quotations
Create, send, and track invoices without leaving the CRM.
- Creating your first invoice
- Adding GST and tax details to invoices
- Sending a quotation to a lead
- +2 more articles
Analytics & Reports
Understand your pipeline, team performance, and conversion trends.
- Understanding your sales dashboard
- Reading the lead conversion funnel
- Tracking team member performance
- +2 more articles
Account & Billing
Manage your subscription, invoices, and team settings.
- Changing or upgrading your subscription plan
- Downloading your billing invoices
- Updating your payment method
- +2 more articles
FAQ
Frequently asked questions
Answers to the most common questions from EazeLead users.
Getting Started
How do I get started with EazeLead?
Can I import my existing leads from a spreadsheet?
How many team members can I add?
Billing & Plans
What happens after my 7-day free trial ends?
Can I switch between plans?
Do you offer refunds?
Is GST included in the pricing?
Lead Management
How does AI lead scoring work?
Can I assign leads to specific team members?
WhatsApp & SMS
Do I need a WhatsApp Business account to use campaigns?
What is DLT registration and do I need it for SMS?
Can contacts opt out of messages?
Security & Privacy
How is my data secured?
Can I export and delete my data?
Does EazeLead sell my data?
Still can't find what you need?
Our support team is here to help. Reach out and we'll get back to you within 24 hours on business days.
Email Support
support@eazelead.com
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Response Time
Within 24 hours on business days (Mon–Sat, 10 AM–7 PM IST)