Adding New Leads

1. Log into WooCMS

2. Go To Leads

crm
3. Click on "Add New Lead"

add new lead
4. Fill out the info for the lead and then click "Add Lead" 

info for lead
You lead will be added to the CRM as well as the other tools. 

  • 24 Users Found This Useful
Was this answer helpful?

Related Articles

Access CRM

1. Log into WooCMS 2. Go To LeadsThis is your CRM where you can add leads.

Accessing Captured Leads

Log into WooCMSThere are two ways you can access captured leads.Method 1:From dashboard, click on...

Setup Capture Lead On Website

1. Contact your sales rep or account manager 2. Your sales rep or account manager will send you a...

Move Capture Leads Into CRM

1. Log into WooCMS2. Access your captured leads: Here is how to do it!3. Click on "Move to Leads"

Edit A Lead

1. Log into WooCMS 2. Go To Leads3. Click on the lead you would like to edit4. You can edit any...

Powered by WHMCompleteSolution