Leads/Clients is the main section of Breeze AO where you will spend most of your time, once you have set up the system according to your preferences. This section allows you to view all of your leads and contacts in one place, create smart lists, edit contacts, and perform a wide range of other tasks. With Leads/Clients, you can easily manage your contacts and streamline your communication with them.

Bulk Actions is a useful feature that allows you to perform actions on multiple contacts simultaneously. In this section, you can check the status of any bulk actions you have scheduled, pause them if needed, or cancel them altogether. This feature can save you time and effort when working with large groups of contacts.

Restore is a powerful tool that enables you to recover deleted contacts, and undo other actions that you may have performed accidentally. This feature ensures that you never lose important information and can easily retrieve any data that you may have mistakenly deleted.

Tasks is a section where you can schedule and manage your to-do list. Here, you can create new tasks, assign them to team members, and keep track of their progress. With Tasks, you can stay on top of your workload and ensure that nothing falls through the cracks.

The Company tab is where you can create and manage companies within the CRM. By grouping multiple leads or clients under a single company, you can maintain separate records for each contact while still having a clear view of their relationship to one another. This feature is particularly useful for businesses that work with multiple contacts within the same organization.

Manage Smart Lists is where you can go to make changes to the way your Smart Lists display on your main contacts page. Here, you can modify the criteria for each Smart List, delete lists that are no longer needed, and move them up or down in the list to prioritize the most important lists. This feature can help you organize your contacts in a way that makes sense for your business, making it easier to find the information you need quickly and efficiently.