RevenueLancer help

Help for the important parts of your business account.

Use these public guides to understand how RevenueLancer works before or after signup. These pages do not show private business data.

Leads

Capture enquiries, assign owners, track customer status, and plan the next follow-up.

Understand due, overdue, missed, completed, and cancelled follow-ups.

Set up people, access levels, managers, and visibility safely.

Compare sources by leads, conversion, spend, cost, and return on spend when data is available.

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

Review plans, payment history, invoices, usage, and credit ledger basics.

Connect website forms, WhatsApp, email, and ad platforms with safe setup guides.

Prepare CSV files, review import results, and check import history after refresh.

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