Category: Leads

Manually, upload excel sheet, facebook campaign lead forms and google forms from client websites.

1. Go to Lists & Contacts 2. Choose a list 3. Choose your preferred option (connect Facebook Leads, add leads, upload excel sheet)

When you create the container, you choose one of those delivery types: Team Rotation Team leaders only Sales team members Manual assign

Note: This feature is available on android devices only and subjected to client approval. The first time you open the Flash Lead application you press allow to sync Call Logs. Later on, you can allow/remove this permission in mobile settings.

1. Go to Lists & Contacts 2. Select desired List 3. Select desired Lead 4. Press Actions > Assign 5. Choose Assigned to name from drop-down list 6. Press Update

Note : Export is open for Admins and Account Owner only. 1. Go to Lists & Contacts 2. Open List 3. Press Export

1. Go to Lists & Contacts 2. Select desired List 3. Select lead 4. Press Edit 5. Make Changes 6. Press Update

1. Go to Lists & Contacts 2. Select Desired List 3. Select Lead 4. Press Action 5. Press Move 6. Select List 7. Press Update

Only account owner and admins.

1. Go to Lists & Contacts 2. Choose List 3. Select Lead 4. Press Log Calls / Open Lead a. Select the choice that suits the actual case whether Call Answered or No Answer i) In case you chose Call Answered > You can: 1- Change the lead status 2- Set the next follow up appointment […]