We’ve reimagined your Leads Suite experience to give you more control, better visibility, and quicker response times—all in one intuitive interface. Whether you’re capturing leads from your website or Instagram, you’ll now have powerful new tools to filter, analyze, and act on every opportunity.
What’s New
Custom Table Controls
Pick your columns, filter by what matters, and click into key fields to refine your view with ease.
Export with Intelligence
Pull out detailed lead exports that now include insights from Intake AI—giving you even more context and quality signals.
Instagram Direct Message Tracking
If your Instagram page is connected, those DMs will now show up in your Leads and Communications Suites—cleaned with AI-powered spam filters.
Email Notifications for New Leads
Get real-time alerts whenever a new text or email lead comes in. Simply enable notifications in CSX under Settings > Notifications.
Why It Matters
These updates are designed to help you respond faster, stay more informed, and convert more leads across every channel. From customized data views to multi-channel reporting and instant alerts, it’s all built to drive better outcomes—automatically.
Need to Take Action?
No action required—unless you'd like to start receiving email notifications for new text/email leads. Just go to CSX → Settings → Notifications and turn them on!
