What are duplicates? How to manage duplicates?

Note: all configurations are open only for Admins and Account Owners only. Duplicates are contacts that are added to the system twice with two different persons in charge. 1. Go to Duplicates 2. Check for duplicates 3. Open duplicated leads 4. Click Solve 5. Assign, move or delete.

Read More

What are Tags? How to add tags to leads?

Tags are labels that you assign to a lead to identify a specific situation like “new client” “VIP client” “budget” etc…those tags are preset and defined by the admin. Tags are searchable and can be easily assigned to leads. To add tags to Leads: 1. Go to  Lists & Contacts > choose list 2. Go to Lead […]

Read More

How to define tags?

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Leads Status & Source 2. Enter tag manually or Upload Excel

Read More

How to add leads via Facebook leads form?

Note: all configurations are open only for Admins and Account Owners and Data Entry Managers only.Note: You have to be an Admin on the Facebook page you want to connect. 1. Go to  Lists & Contacts > choose list 2. Click on Connect Facebook Leads 3. Approve permissions on Facebook 4. Choose profile 5. Choose the form […]

Read More

How to add leads through my website? How to add leads from Google Forms?

Note: all configurations are open only for Admins and Account Owners only.  Connecting google form works by sending the form responses to leads@flash-lead.com in a specific format. STEP1: Flash Lead Part 1. Go to Configurations 2. Open Form & Web Connection  3. Click on “Add Connection” 4. Choose the “List” and “Source”  where the lead […]

Read More