Exporting Leads in Lead Module
After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links.
Click on “Leads” to reveal the list of all the current leads of your organisation which have been added into the WorkCeo platform. Click on the “Export” button as shown below, to export the current leads into a “.csv”, “.xls” or a “.pdf” file.
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Exporting Client Data
Exporting Clients in Client Module After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links. Click on “All Clients” to reveal the list of ...
Exporting Contact Data
Exporting Contacts from the “Contacts” tab After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and ...
Changing Lead Status
Leads Module In order to change the status of the leads, open the “Leads” page from the “Clients” tab in the left-hand column of the webpage. Open the current status of the required client by clicking on the down arrow under the status column to ...
Overview: Lead Management for Admins
Add Lead in Lead Module After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and “Leads” as shown below. ...
Converting a Lead to Client
Leads Module>Action Menu Dropdown In the “leads” page, click on the “Action” dropdown button. In the dropdown menu, click on “Convert to client” button. This will take you to the “Add Clients” page, where all client details may be added and saved as ...