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Blu Balances CRM

TODAY

0

Dials

0:00

Talk Time

0

Connected

0

Voicemail

0

No Answer

0

Appts

|

0%

Conv%

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Info

Dispo

Notes

Email

Activity

Add Lead

Business Name *

Contact Name

Phone

Email

Address

City

State

County

Website

Rating

Reviews

Call Back Date

Appointment Date

Industry

Dispo

Notes

Tags

Push to Calendar

Set appointment details for

Appointment Date & Time

Service / Notes

Import CSV

Click or drag & drop your CSV file here

Expected columns: Title · Rating · Reviews · Industry · Phone · Notes · Dispo · Call Back Date · Name · Email · Last Called Date · Appointment Date · Address · Website · City · State · County

Apply Tags to Imported Leads

🏷 Tags Manager

Create New Tag

Remove Duplicate Phone Numbers

Auto Dialer Setup

Select which leads to queue for this calling session:

Also include by Tag

Use current table filter instead (respects search + dispo filter)

Queue size: 0 leads

📞 Auto Dialer

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📅 Schedule Call Back

📅 Book Appointment

Title *

Client Name

Phone

Email

Date *

Time *

Timezone

Notes