Flash Lead Knowledge Base | FAQs | How to use our Sales CRM

Meet Me is a feature that allows salespersons to be in charge of their meeting scheduling process with very simple steps directly from Flash Lead. Salespersons fill a form with their suitable time, meeting type preference (online ‘zoom’, offline ‘client office’…) and send the client a link with all their available slots for meeting scheduling. […]

Category: Flash Lead Sales

Account Settings(4)

Getting Started(87)

Addtional Features(25)

FLS Application(12)

Billing(6)

How to change profile name, mobile number, and picture?

How to customize lead attributes entry fields?

What is Meet Me?

How to add leads through Flash Lead Sales application directly?

What’s the lead card in the application? How to navigate the application lead card? How to change status, set or update meetings, upload files from the application?

What bulk actions can be done through the application? How to bulk move, assign, tag, merge, change status in the application?

What are the available lead filters on Flash Lead Sales application? How to undo filters on the application? How to filter by person in charge, company name, status, creation date, inactive period on the application?

How to access internal chat through the application? How to set internal chat importance from the application?

How to set a new meeting through Flash Lead Sales application? How to edit scheduled meetings on the application? How to reschedule or cancel meetings through the application?

What are reminders? How to access reminders on application? How to find reminders in a specific time frame on the application?