Track your leads in Emplio's records

Goal: one up-to-date list of leads that Emplio fills in as it works and you can open any time. You need

To be the owner or an admin to open the Database tab. Staff can still add and look up leads through the chat.

Make the table

Make a Leads table: name, company, phone, city, source, status and next follow-up date.

Add leads from the chat

Add a lead: Priya Nair, Nair Caterers, Kochi, from IndiaMART, wants 50 kg rice a week.

Have an old spreadsheet? Attach it and say “Add everyone in this sheet to Leads.”

Ask about them

Which leads haven't heard from us in a week?

Open the table

Click Memory in the sidebar, then Database, then Leads. Search, filter and sort the columns.

Export to Excel

Click Export to Excel. You get what’s on screen, with your search and filters applied.

What you get: a real table Emplio reads and updates as it works, alongside orders, stock or anything else you keep.

Turn on Private for a table staff shouldn’t use, like salaries. Then only the owner and admins can use it.

Records

Fill your leads from Gmail automatically.

⌘I