Option A: 1- Click on Internal Chat icon 2- Select Completed 3- Search by lead name 4- Select Lead Option B: 1- Go to Lists & Contacts 2- Choose Desired List 3- Find desired Lead > Press Internal Chat button
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 set a meeting with a lead through the internal chat?
1- Click on Internal Chat icon 2- Search for Lead name 3- Select Lead 4- Press Set Meeting button 5- Fill in the meeting details 6- Press Add
How to display an overview for the lead’s history via internal chat? How to access the lead data via internal chat?
1- Click on Internal Chat icon 2- Search by lead name *If you need lead’s history > Press History button *If you need to display lead on the list he is recorded in > Press View Lead button
What is the goal of the Reminders page?
Reminders is a page that includes all reminders for the sales team in terms of follow ups and scheduled meetings.
What are the available filters in Reminders?
You can filter your reminders per person in charge, or by reminder type (follow up or meeting), or by time ranging from today’s reminders, this week’s, this month’s or any preferred date range.
Where do completed reminders go? How can I retrieve completed reminders?
Completed Reminders (done follow ups and scheduled meetings) are moved to the END of the Reminders page. To find them, go to the last page of reminders, they are all crossed!
How to track the leads your Facebook Lead Form is sending to Flash Lead?
Note: all configurations are open only for Admins and Account Owners and Data Entry Managers only. 1. Configurations > Facebook connections 2. Check Status of each form connection 3. Track Lead Importing
How to edit an invoice? How to do a refund on Flash Lead?
Note: Editing & Refunding Invoices are open for Account Owners only. 1. Go to Sales > Sales 2. On desired Invoice, click Payments > Edit/View 3. New tab is opened with invoice, you can now edit to make it “Paid, Partial Payment or Refund”
How do I find all leads within the same company? How do I filter by company?
1. Go to Lists & Contacts 2. Choose list 3. Open the drop list and select from companies
How do I find leads under the same status? Or leads with no status? How to find newly added leads? How to find leads with delayed follow ups?
1. Go to Lists & Contacts 2. Choose list 3. Filter by status or no status, new & delayed
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