REVENUELANCER HELP

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Find step-by-step guides, answers to common questions, and practical guidance for using RevenueLancer.

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Try “add lead”, “permissions”, “invoice” or “Google Ads”.

Leads

Use Leads to keep every enquiry visible, owned, and ready for the next action.

Understand due, overdue, missed, completed, and cancelled follow-ups so next actions stay visible.

Set up people, roles, managers, and visibility safely so accountability stays clear.

Compare sources by leads, conversion, spend, cost, pipeline and revenue so marketing results connect back to business outcomes.

Use reports to review lead health, follow-up discipline, sources, team activity, and recovery patterns.

Review plans, operational-user usage, payments and invoices with less confusion.

Connect supported capture and communication channels with a safe, predictable setup.

Prepare CSV files, map fields, review import results, and check import history.

Know where to ask for help and what details to include for faster troubleshooting.

Can’t find what you’re looking for? Send us a message and our team will get back to you as soon as possible.