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. […]
Category: WOffice CRM
Lead Status Management
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 […]
Displaying Leads
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 […]
Creating Leads From the Backend
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 Plugin Setup
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