You can create a new lead from the front-end and add a status to it. To achieve this, you will need to carry out the following: 1.Create a new page from the Pages > Add new section within your WordPress dashboard 2. Add the Shortcode below to the page: [woffice_crm_kanban] 3. Publish the page 4. […]
With WOffice CRM, you can now assign a status to your leads as well as display the statuses alongside the assigned leads to them. Lead Status There are 8 default status included within the plugin that you can use fro leads within your website. These are: Adding / Editing a Lead Status You can add […]
In order to render the created leads, you will need to add the shortcode below within your page: [woffice_crm] Once this shortcode is added to the page, on the front-end you will have a view of the leads that you have added. Below is a sample screenshot: Within the page, you will also have the […]
Navigate to the “Leads” section and click on the “Add Lead” button On the next screen, you will need to fill in the Lead details as outlined below: Client Details Contact Name: Here you will need to fill in the client name Client: Within this dropdown, you will need to specify the type of client. […]
Woffice CRM is the addon that allows you to enhance your Woffice theme with a full-blown CRM, allowing you to manage and operate multiple elements in your business. Requirements Installation
by