Leads
Website text
How to edit
Change any wording, then press Save changes. It goes live on the website within a few seconds. Reset puts a sentence back to the original.
{name},{phone}and{email}are filled in from the Profile tab. Keep them as they are.- Text in
[square brackets]is a link. Change the words inside, keep the brackets.
Privacy notice
The whole notice is one block of text. Highlighted placeholders show what still needs filling in. Have Carplus’s compliance or data protection team check the final wording.
Formatting guide
# Titleis the page title and## Headingis a section heading.- Leave a blank line between paragraphs. Start a line with
-for a bullet. > textmakes small grey text, like the “Last updated” line.==[something to fill in]==highlights a placeholder in yellow. Remove the==marks once it’s done.[link text](https://example.com)makes a link.[text](mail)and[text](tel)link to your email and phone.{name},{phone}and{email}insert your details from the Profile tab.
Staff activity
The log records what people do in this CRM. Entries can’t be edited or deleted.
Profile
Password
You sign in with Google, so there’s no password to change here.
Staff
Access levels
- Admin
- Everything: see, update and delete leads, manage staff, edit the website text and details, see the activity log.
- Agent
- See leads and update their status and notes. Can’t delete, manage staff or change the website.
- Viewer
- See leads only.
Only confirmed @carplus.co.uk emails can get in. Anyone who signs up appears below as “waiting for approval” and sees nothing until you choose a level.
No staff yet.