To Edit or Delete, click on these signs To Pause(deactivate), change the status here then update
Category: Getting Started
Configurations(18)
Team Hierarchy(6)
Leads(19)
Lists(10)
Internal Chat(7)
Reminders(3)
Pipeline(1)
Reporting(3)
Sales(7)
What is the conversation module? What does it do?
Conversation is an omnichannel module that allows all social media messages to be received in ONE place. Messages received on Facebook Messenger, Instagram Messages and Whatsapp Business messages will all be on Flash Lead Pro conversations. This feature allows sales members to have less opened tabs during their days for easier workflow and better lead […]
How do I connect Facebook Messenger and Instagram Messages to Flash Lead Pro?
Note: You have to be an Admin on the Facebook page. 4. Select the pages > Next 5. Give Access to Flash Lead on the pages 6. Press DONE and your page is connected.
How do I remove the Facebook Messenger connection?
How do I add leads from the conversation tab? Will leads be duplicated?
1. Open Conversation 2. Select the new lead conversation 3. Click on Add Lead Before Adding a new lead, enter the lead name in the search bar to explore leads with similar names, Case (A) if you find a name with same info: 2. Press Connect Lead Case (B) if you didn’t find a similar […]
How to disconnect the chat in conversation from Lead?
Select the required lead conversation and Press the unlink button
What’s the internal chat?
It’s a tool that facilitates communication between a team leader and his team member concerning a certain lead in a certain list on our system through chat.
How to start a chat with a team member/team leader about a specific lead?
1. Go to Lists & Contacts 2. Choose Desired List 3. Find desired Lead > Press Internal Chat button 4- Write the message you want, determine its importance and it will be delivered by all assigned individuals
What are the degrees of importance?
There are 3 degrees of importance: a. High b. Mid c. Low Each degree represents how the urgency of this message, this helps the employees to organize their priorities. This also avoids forming pressure upon the employees as not all messages will be top urgent.
How to filter messages in the internal chat?
Ways to filter your messages are all about what you need After clicking on Internal Chat icon 1. Display Opened messages only 2. Display Completed messages only 3. Display messages according to their degree of Importance (High, Mid, Low)
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