Conversation is an omnichannel module that allows all social media messages to be received in ONE place. Messages received on Facebook Messenger, Instagram Messages and Whatsapp Business messages will all be on Flash Lead Pro conversations. This feature allows sales members to have less opened tabs during their days for easier workflow and better lead […]
Category: Conversation
How do I connect Facebook Messenger and Instagram Messages to Flash Lead Pro?
Note: You have to be an Admin on the Facebook page. 4. Select the pages > Next 5. Give Access to Flash Lead on the pages 6. Press DONE and your page is connected.
How do I remove the Facebook Messenger connection?
How do I add leads from the conversation tab? Will leads be duplicated?
1. Open Conversation 2. Select the new lead conversation 3. Click on Add Lead Before Adding a new lead, enter the lead name in the search bar to explore leads with similar names, Case (A) if you find a name with same info: 2. Press Connect Lead Case (B) if you didn’t find a similar […]
How to disconnect the chat in conversation from Lead?
Select the required lead conversation and Press the unlink button
How do I reconnect my page or refresh connection token?
Note: Configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Conversation Connections 2. Click on Refresh Token 3. Approve Facebook Access 4. Your page is now connected!
How do I send a message to the team concerning a certain social media conversation?
1. Go to Conversation 2. Select the desired conversation 3. Select Send internally, write the message for the team to see, and define the degree of importance (low, medium, high)
How do I assign a conversation to a certain team member?
1. Go to Conversation 2. Select the desired conversation 3. Press assign and select the required employee 4. Now only this person can see this chat, other team members will not have access to this chat. Note: Team Leader, Admin & Account Owner have access to ALL chats.
How do I mark a conversation as completed? Where can I find completed chats?
1. Go to Conversation 2. Search the lead you need to complete their conversation and mark as complete by ticking right in the blank box. Whenever you need to return to this completed conversation, search the lead after clicking the Completed tab
Can I send attachments or Emojis via conversation when replying to a lead or a team member?
Yes, the Flash Lead text box is the same as any conversation tool, it can send emojis, documents, photos, and others.
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