Manually, upload excel sheet, facebook campaign lead forms and google forms from client websites.
How do we add contacts? How to add Leads to the system manually? How to upload leads from excel? How to add leads from facebook lead form?
1. Go to Lists & Contacts 2. Choose a list 3. Choose your preferred option(add more people, connect Facebook Leads, add leads, upload excel sheet)
When you create the container, you choose one of those delivery types: Team Rotation Team leaders only Sales team members Manual assign
Note: This feature is available on android devices only and subjected to client approval. The first time you open the Flash Lead application you press allow to sync Call Logs. Later on, you can allow/remove this permission in mobile settings.
1. Go to Lists & Contacts 2. Select desired List 3. Select desired Lead 4. Press More Actions 5. Choose Assigned to name from drop-down list 6. Press Submit Feedback
Note : Export is open for Admins and Account Owner only. 1. Go to Lists & Contacts 2. Open List 3. Press Export
1. Go to Lists & Contacts 2. Select desired List 3. Select lead 4. Press Edit 5. Make Changes 6. Press Update
1. Go to Lists & Contacts 2. Select Desired List 3. Select Lead 4. Bulk Action 5. Move 6. Select List 7. Press Update
Only account owner and admins.
1. Go to Lists & Contacts 2. Choose List 3. Select Lead 4. Call Answered / More Actions 5. Add your call feedback & comments, schedule a meeting, set a reminder for the next call. 6. Submit feedback