From zero to your first reported lead

1 · Create your workspace

Create an account - no credit card required. The workspace is your container for leads, teammates, queues, and reports. Name it after your business, not a campaign; campaigns get their own tags later.

2 · Connect inquiry sources

Point your website form at your workspace endpoint, or import a CSV to start with existing leads. Every source is labeled, and the label stays on the record for reporting.

<form action="https://revenuecentra.com/api/webhooks/in/YOUR_WEBHOOK_TOKEN"
      method="post">
  <input name="email" type="email" required>
  <textarea name="message"></textarea>
</form>

Your webhook token lives in your workspace’s Integrations page. Imports use the same validation as live inquiries.

3 · Configure validation

Validation runs before a lead reaches your queue: deliverability signals on the email address and a duplicate check against existing records. Duplicates are flagged, not silently merged - you decide what happens to them.

4 · Set assignment rules

Rules route each validated lead to an owner - by source, campaign, or round-robin. Solo? Assign everything to yourself; ownership still gives you a clean “next action” list ordered by priority score.

5 · Use the review queue

Follow-up drafts send on schedule, except the ones that shouldn’t: uncertain, sensitive, or high-value messages hold in the review queue. Approve, edit, or reject - the record keeps who decided and when. Consent and opt-outs are enforced before anything sends.

6 · Convert and attribute the outcome

Move a qualified lead into Sales, keep its next action visible, then record the confirmed result as won or lost. A won amount is saved with the lead, source, and campaign in one step, so attribution is based on the outcome you confirmed - not a message or score the system guessed.