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

How to create CIL?

Note: all configurations are open only for Admins and Account Owners only. Note: CIL is Real Estate related only. 1. Go to Configurations 2. CIL Settings 3. Add New CIL 4. Fill developer/project information 5. Fill E-mail information 6. Click Update

How do I choose what to add to my company’s products/services fields?

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Products & Services attributes 2. Select fields you want > Active 3. Click Apply

What is a CIL?

Note: CIL is Real Estate related only. Contact Information Letter: linking the lead’s contact info (with the developer of choice) to the Sales in charge of the lead.

How to add a new product?

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Sales > Products & Services 2. Add new product 3. Fill popup 4.Add product

How to set up team targets in Sales configuration?

Note: all configurations are open only for Admins and Account Owners only. 1. Go to configuration > Targets set up 2. Set Target 3. Fill pop up 4. Create

How to set individual targets for team members?

Note: all configurations are open only for Admins and Account Owners only. 1. Go to configuration 2. Press Targets set up 3. Press Set Individual Target 4. Fill pop up

How to set up Flash Lead Call?

Note: all configurations are open only for Admins and Account Owners only. FL Call is set up from our side. Client-side requirements: 1. A Unified phone number that will forward all calls to our server 2. Team members phone numbers who will receive the calls 3. IVR (voice message)

Defining Roles

Note: Team settings are open only for Admins and Account Owners only. -Account owner is the highest authority on the system. They can edit all tabs, leads, users, pipelines, and configurations. They can perform all data entry actions & review and modify reports & settings .Can perform all functions including performing calls, register updates, or log […]

How to add users & assign roles?

Note: Team settings are open only for Admins and Account Owners only. 1. Go to Team 2. Add/Edit users 3. Fill pop up 4. Press Add user

How to edit/change roles? What are the actions I can perform on Team members?

Note: You can always upgrade users. In order to downgrade, delete users and add again in the new role. 1. Go to Team 2. Edit desired user 3. Change role from dropdown 4. Press Save

Category: Getting Started

Configurations(18)

Team Hierarchy(6)

Leads(19)

Lists(10)

Internal Chat(7)

Reminders(3)

Pipeline(1)

Reporting(3)

Sales(7)