1. Go to Lists & Contacts 2. Choose list 3. Determine the lead(s) you want to send them a message and press the Whatsapp icon
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 merge leads? Can I retrieve merged leads or separate them again?
1. Go to Lists & Contacts 2. Choose list 3. Select duplicate leads that you want to merge 4. Actions > Merge 5. Select main lead > merge Note: You can NOT retrieve merged leads. Once they are merged, lead will be incorporated into MAIN lead and then they will be deleted.
How do I find merged leads history when lead is deleted?
Merged leads’ histories are all merged into the Main Lead. You can always find this history in merged leads under a different color and with merge reference.
How to know if a List has delayed actions?
1. Go to Lists & Contacts 2. Choose Desired List 3. Click Delays
How to display new contacts recently added to a list?
1. Go to Lists & Contacts 2. Choose Desired List 3. Click New
How do I know the total amount each client has paid since the first deal?
1. Go to Sales > Customers 2. Enter the client’s name in the search bar and check Total Value
How do I track the total sales during a period of time I choose?
1. Go to Sales > Sales 2. Press the date range bar and you can display the sales for:
Flash Lead Software Egypt 82 El Thawra Street Heliopolis, Cairo, Egypt
