Customization

Rotor’s Customization settings let you tailor the system to your business by managing tags, lead stages, service types, and more. This guide walks you through the main customization options and how they affect your workflow.

Written By Jeffrey Rose

Last updated 3 days ago

Step 1: Access the Customization Page

On desktop, go to Settings → Customization.
At the top, you’ll see any existing tags set up during onboarding.

Step 2: Manage Tags

Tags help you organize and filter your customers and leads:

Add new tags: Example: North Utah.
Delete or rearrange tags: Tags at the top of the list appear first in drop-downs, so place frequently used tags there.
Bulk actions: You can bulk-add tags to multiple leads or customers from list views.
Filters & downloads: Filter by tags and export lists for reporting or follow-ups.

Step 3: Set Lead Sources

Lead sources help track and attribute your marketing efforts:

Required for every new lead or customer.
The lead source at the top of the list becomes the default.
- Example: If D2D is your most common source, place it at the top.
Lead sources also appear as options on web forms.
To see which sources bring in revenue, see Lead Sources and Attribution.

Step 4: Configure Lead Stages

Lead stages represent your sales pipeline:

Add stages like Quote Scheduled or Bad Line (e.g., incorrect number or wrong contact).
Save changes to update the pipeline view.

Step 5: Customize Display

Turn off features you don’t use to reduce clutter and simplify your workflow.
Some features may be disabled based on your plan; contact Rotor if you want to explore additional functionality.

Step 6: Apply Your Customization

Once your tags and lead stages are set:

Go to your Leads or Customers page.
Filter by items such as tags.
Download filtered lists and apply multiple filters at once for reporting or outreach.

Tips

Arrange frequently used tags at the top for faster access.
Hide unused features to simplify your workflow.
Track lead sources carefully to measure marketing performance.

Congratulations! Your Rotor account is now customized to match your business workflow, making it easier to manage leads, customers, and services every day.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.

Business Settings — business details, hours, and tax rates
Importing Data — set up tags and sources before you import
Leads — filter and organize leads by tag

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