For the lead section, you can:
Step 1: Select any of the lead statuses which are Waiting, Need Follow Up and Successfully Closed. For Example, if you want to view leads that are in the “Waiting” status, click on “Waiting” in the sub navigation bar.
Step 1: Click on the “Pointed Hand” button (as shown in the image above)
Step 2: Click on the dropdown menu.
Step 3: Select any sales agent you want to assigned the lead to.
Step 1: Click on the “Contact” button (as shown in the image above)
Step 2: Click on the “Proceed With Whatsapp” button to make a follow up.
Step 1: Click on the “Tag” button (as shown in the image above)
Step 2: Click on the dropdown menu to choose any tagging name.
If there is no tagging name that you wanted, go to the Tagging menu to add a new tagging name.
Step 3: Click on the “Submit” button to save.
Step 1: Click on the “Edit” button to change the lead status.
Step 2: Click on any of the blue, yellow and green buttons according to your needs in changing the lead status.
For example, if you want to change the lead to “Waiting” status, click on the “Change to Waiting” button. The status of the lead will be changed according to the changes made.
Step 1: If you want to mark the lead as an invalid lead, click on the red “Flag” button.
Step 2: Click on the “Mark Invalid” button when you are sure to mark it as invalid.
Step 1: Click on the “Check Number”.
You can view all the phone numbers from the leads.
Step 2: Click on “Plus” button to view the form name of the lead.