Filtering Results in Lead Module

Filtering Results with Top Easy Filters 

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• Related Articles

• Filtering Results in Client Module

  Filtering Results with Top Easy Filters 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 ...

• 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 ...

• Exporting Lead Data

  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 ...

• 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 ...