Category: Getting Started

Note: all configurations are open only for Admins and Account Owners only. Duplicates are contacts that are added to the system twice with two different persons in charge. 1. Go to Duplicates 2. Check for duplicates 3. Open duplicated leads 4. Click Solve 5. Assign, move or delete.

Note: all configurations are open only for Admins and Account Owners only Nothing will happen to your existing duplicates. If duplicates are off, you won’t be allowed to add the same phone number twice even if under different names.

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Leads Status & Source 2. Add/Remove/Rename/Rearrange pipeline name and stages. 3. Click Update

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Leads Status & Source 2. Enter source > Click add new source

Tags are labels that you assign to a lead to identify a specific situation like “new client” “VIP client” “budget” etc…those tags are preset and defined by the admin. Tags are searchable and can be easily assigned to leads. To add tags to Leads: 1. Go to  Lists & Contacts > choose list 2. Go to Lead […]

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Leads Status & Source 2. Enter tag manually or Upload Excel

Note: all configurations are open only for Admins and Account Owners and Data Entry Managers only. Note: You have to be an Admin on the Facebook page you want to connect. 1. Go to  Lists & Contacts > choose list 2. Click on Connect Facebook Leads 3. Approve permissions on Facebook 4. Choose profile 5. […]

Note: all configurations are open only for Admins and Account Owners and Data Entry Managers only. 1. Configurations > Facebook connections 2. Click delete

Note: all configurations are open only for Admins and Account Owners only.  Connecting google form works by sending the form responses to leads@flash-lead.com in a specific format. STEP1: Flash Lead Part 1. Go to Configurations 2. Open Form & Web Connection  3. Click on “Add Connection” 4. Choose the “List” and “Source”  where the lead […]