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

How to track Sales?

*From Sales Module: 1. Go to Sales > Sales 2. Review Status *From Lists & Contacts: 1. Go to Lists & Contacts 2. Select List 3. Open Lead 4. Press Sales

How can I complete or delete a sale?

Note: Completing or deleting a sale is open only for Admins and Account Owners only. 1. Go to Sales 2. Press Sales 3. Press Edit on desired sale 4. Press Complete Sale/Delete Sale

*From Sales Module: 1. Go to Sales >Press Create a New Sale or Go to Dashboard > Press New Sale 2. Press Add customer > Choose Customers 3. Press Sale details 4. Search Product / Services >Press Add Product *From Lists & Contacts: 1. Go to Lists & Contacts 2. Choose desired List 3. Go to desired Lead > Press […]

What is Meet Me?

Meet Me is a feature that allows salespersons to be in charge of their meeting scheduling process with very simple steps directly from Flash Lead. Salespersons fill a form with their suitable time, meeting type preference (online ‘zoom’, offline ‘client office’…) and send the client a link with all their available slots for meeting scheduling. […]

How do we use Meet Me?

1. Go to Meet Me 2. Press New Meeting Type 3. In the Add New Meeting popup, fill all the required information: Click New Meeting Type You will now find the link ready for you to send to contacts “leads” to book meetings with you.

What are the different types of meetings?

From Choose Place drop list in Add New Meeting popup, we could find 4 types of places: Physical Place: includes workspaces, cafes, restaurants, ..etc, to be the pinned location on Google Maps, where two sides do an actual face to face meeting. Google Meet: Another Platform that hosts virtual meetings, where also the link of […]

What are automations?

Automations are automatic actions that happen when pre-set rules with certain triggers happen. An example for illustration, if you want to send an SMS or email that welcomes a new lead. You’ll have a field where you enter the automation title, then pick the needed action from the available drop list; which will be “send […]

What automations does Flash Lead offer?

Flash Lead Pro offers 3 automations: Send: Send SMS and e-mail. Assign: Assign leads to sales persons or team leaders based on certain action. Example: when a new lead is assigned in the XYZ list, assign this lead to team members only. Move: move leads from X list to Y list. Example: when lead reaches […]

How do you set a SEND automation?

1. Go to Automations 2. Press Add New and select the Send automation. 3. Fill in all the needed info to create this automation 4. Press Create/Update

How do you set an ASSIGN or MOVE automation?

1. Go to Automations 2. Press Add New and select the automation type you want 3. Fill in all the needed info to create this automation 4. Press Create/Update

Category: Getting Started

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