Full Lead CRUD
Create, read, update, and delete leads in a unified workspace with custom fields, tags, statuses, bulk editing, and filtering.
Lio provides complete create, read, update, and delete operations for leads in a single workspace, with custom fields, tags, statuses, bulk editing, and attribute filtering.
How it works
You create leads with custom fields, tags, and statuses, and view existing records in a unified interface that shows custom fields, activity history, and cross-module relationships. Updates can be made to individual records or applied in bulk across thousands of records at once. Obsolete records can be deleted or archived, and filtering by any attribute helps keep the pipeline organized.
Key capabilities
- Full create, read, update, and delete operations in one workspace.
- Bulk editing across thousands of records, including custom field updates, tag assignments, and status changes.
- Custom field system with multiple data types.
- Tag and status organization through the CustomLookup system.
- Filtering and search across custom fields, tags, status, and activity data, with more than 50 filter attributes.
- Deletion and archive capabilities with data retention policies.
Tips
Use bulk edit for tag and status changes across large segments instead of updating records one at a time.