Typically, the lead overview or lead listing screen is empty when you first install the plugin. After adding lead information to the system, it will look like the image below.
To view the leads overview, please navigate to the WordPress Admin Dashboard and then-
- Click on Mainflow > Leads.
- Click on a single row.
- Or click on the action and select the Overview option.
From this screen, you can do multiple operations like-
- Create, add, or remove tags from different leads.
- Add and edit sources from where it has come, like Facebook, Twitter, etc.
- Change the level of the lead.
- Add new tasks and activities.
- Add notes and files.
- Move a Lead to Deal and add the necessary information.
How to assign a team member to a lead #
To assign a team member to a lead, go inside the lead. You will find a section for teams with a dropdown option. Click on it, and you will see a list of people. Select the person you want to assign.
Please note that this feature currently acts as a log to track who is working on what. This is a work in progress, and we plan to introduce limitations on access based on the lead’s assignment. Eventually, there will be different notifications and refinements to these features
