Welcome to SalesExpert.me. Here is a quick overview of how everything fits together so you can hit the ground running.

1 — Your leads are in the sidebar
After logging in, use the left sidebar to navigate. My Leads shows leads delivered to your phone or email. My Web Leads shows leads captured through web forms. Both lists work the same way.

2 — Open Quick View to work a lead
Click the View button on any lead row to open Quick View. From there you can see full lead details, add notes, run AI Coach, view Sales Intel, and assign a follow-up sequence — all without leaving your list.

3 — Track your progress with statuses and notes
Update each lead's status as you work through them (contacted, interested, not interested, closed). Add notes to log your calls and emails. This keeps your pipeline organised and makes it easy to pick up where you left off.

4 — Automate your follow-ups
Set up a Follow-up Sequence to send automatic reminder emails to leads on a schedule. Assign it to a lead in Quick View and the system handles the rest.

5 — Get help any time
Search the FAQ or raise a support ticket using the Help link in the top menu.