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.
Click on the “Leads” to open the leads module as shown below.
In order to add a new lead, click on the “Add New Lead +” button found on the top right corner of the leads module as shown below.
This will open a new page to enter thenecessary new lead information and lead details as shown below. Click on “Save” to save the lead information for further process.
Add Follow Up+ in Lead Module
In order to add a follow up in the leads module, open the “Total Pending Follow Up” option as shown below.
This will open the list of leads with pending follow-up. Click on the clients’ name to open their profiles as shown below.
In the “Profile” page, select the “Follow Up” section on the top on the page as shown below to see the upcoming follow-up dates for the client.
A new follow-up can be added from here by clicking on the “+ New Follow Up” button on the top right side of the page. Clicking on it will open a “+ New Follow Up” pop up on the right side as shown below.
Select the required dates and provide a description for the follow-up. Click on “Save” to save the information for further process.
Update Lead Status
In order to update 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 update as shown below.
The status can be updated to three available options of “Pending”, “Inprocess” or “Converted”.
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