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

How to customize lead attributes entry fields?

Note: all configurations are open only for Admins and Account Owners only 1. Go to Configurations > Leads Attributes 2. Select/Remove the leads entry fields you want 3. Click Apply

What are duplicates? How to manage duplicates?

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.

What happens if I turn off duplicates? Will it delete duplicates on the system? But what about existing contacts? So will they remain on the system?

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.

How can I add/remove a stage to my pipeline? How can I customize my pipeline stages?

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

How to customize lead sources? How to rename sources? How to delete sources?

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

What are Tags? How to add tags to leads?

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 […]

How to define tags?

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

How to add leads via Facebook leads form?

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. […]

How to remove facebook Lead form connections?

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

How to add leads through my website? How to add leads from Google Forms?

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 […]