Lists are where you can store your leads under one name. Groups are where you can store multiple lists under one name.
Category: Getting Started
Configurations(18)
Team Hierarchy(6)
Leads(19)
Lists(10)
Internal Chat(7)
Reminders(3)
Pipeline(1)
Reporting(3)
Sales(7)
How to create a new group?
1. Go to Lists & Contacts 2. Choose the desired lists 3. Press Create new group 4. Name group 5. Press +
How to add a list in a group?
1. Go to Lists & Contacts 2. Choose the desired lists 3. Press Add to group 4. Choose desired group 5. Press Update
How to delete a list?
Note: This option is available for Account Owners only. 1. Go to Lists & Contacts 2. Choose the desired list 3. Press Delete this List
How to change the status of each contact/lead?
1. Go to Lists & Contacts 2. Choose the desired list 3. Choose desired Lead 4. OR Open Lead > Activity Log >Change Status 5. Change Status
Activity Progress vs. Regular Pipeline
Regular Pipeline: tracks the progress of leads inserted in certain “period of time” example: December 2021 leads. Activity progress: tracks changes of leads status resulted by activities in a certain time, despite the lead entry date.
How to export a team report?
Note: Reporting is open only for Team Leaders, Admins and Account Owners only. 1. Go to Reporting 2. Team 3. Press Export
What can I know about my team’s performance from the team report? Can I add more or remove fields from the report?
Team Reporting offers you very useful insights, in depth, on EACH team members on the system. You can filter by date range then check: total number of assigned leads, number and duration of calls, meetings, pending calls, # of no answer, # of answered calls, # successful meetings….. The fields shown in reporting are 100% up […]
How to export logs in FLC Report?
Note: Exporting reports is open only for Account Owners only. Go to Reporting 2. Press FLC Report 3. Press Export Log
What is the sales module? What does it do?
The sales module has all the details and information you need to know about your set sales and it helps you create, organize & track your sales.
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