Knowledgebase

Move Capture Leads Into CRM

1. Log into WooCMS

2. Access your captured leads: Here is how to do it!

3. Click on "Move to 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...

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

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

Edit A Lead

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