Knowledgebase

Accessing Captured Leads

Log into WooCMS

There are two ways you can access captured leads.

Method 1:

From dashboard, click on captured leads

captured leads from dashbaord

Method 2:

1. Click on Leads

2. Click on the red button "Captured Leads"

captured leads from leads

Access CRM

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

1. Log into WooCMS 2. Go To Leads3. Click on "Add New Lead"4. Fill out the info for the lead and...

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

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...