Edit A Lead

1. Log into WooCMS

2. Go To Leads

crm
3. Click on the lead you would like to edit

4. You can edit any info you wish as well as add notes

edit leads
5. Click "Update" at the bottom once you are finished editing. 

  • 28 användare blev hjälpta av detta svar
Hjälpte svaret dig?

Relaterade artiklar

Access CRM

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

Adding New Leads

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

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"

Powered by WHMCompleteSolution