Bleam

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BleamShop Schedule
šŸ“ TakeOff
My Leads

New lead

Stages & statuses

Stages

Your sections, top to bottom. Drag the handle to reorder. Records live in one stage at a time.

Status tags

Colored tags for a record. A tag can auto-move a record to a stage — or to the Lost section — when you pick it.

Columns

Tick the columns to show on the computer grid, and use the arrows to reorder. Only affects your own view.

New stage

New status

Tip: set whether this status moves a lead to a stage (or to Lost) later, in the ⚙ Stages & statuses settings.

New entry

Salesmen you tick can see this entry. Leave all unticked to keep it office only.

Resources

Drag to reorder. Turn a resource off to hide it from the New entry list without deleting its past entries. A color already used by another resource is locked.

People

Office can edit everything. A salesman is view only and sees only the entries shared with them.

Add a person

Add resource

Delete