Britixo: Lead Sources, Statuses and Capture Settings | Live Feature Overview

Explore lead sources, statuses and capture settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/configure-lead-statuses/#britixo-live-035 IN THIS VIDEO • Setup - Leads — Sources • Setup - Leads — Statuses • Setup - Leads — Email Integration • Setup - Leads — Web to Lead Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with clear UK English narration. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Configure lead sources https://britixo.com/help-centre/configure-lead-sources/ Send to selected lead statuses https://britixo.com/help-centre/customer-surveys-feedback-management-lead-status/ Understand automatic payment capture https://britixo.com/help-centre/stripe-ideal-understand-automatic-payment-capture/ Understand enrichment evidence sources https://britixo.com/help-centre/understand-enrichment-evidence-sources/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #CRM #SalesCRM #CustomerManagement #CRMSoftware #SalesPipeline #SmallBusinessUK