Documentation
Docs
Everything from first script tag to scheduled client reports.
Guide 01
Getting started — install the snippet
From new workspace to your first attributed lead in about ten minutes.
Guide 02
Consent setup (GDPR & PECR)
How the snippet stays silent until your cookie banner says yes.
Guide 03
Working the Lead Manager
Statuses, values, assignment, bulk actions, saved views and export.
Guide 04
Reports & scheduled emails
Dashboards, the report builder, channel groupings, and reports that send themselves.
Guide 05
Webhooks & Zapier
Push every lead into your other tools, with signed payloads.
Guide 06
Google integration & ad spend
Import spend from GA4 and Google Ads, or add it manually, to see true cost-per-lead.
Guide 07
Team, roles & client access
Invite teammates, scope client users to their own data, and shape custom roles.
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