Creating, Displaying and Deleting Leads with Statuses From the Front-end

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. Preview the page on the front-end. Upon viewing the page, you will have a view of all the statuses in place, alongside the leads assigned to it.

5. To add a new lead and assign a status to it, click on the “Add New” button on the page and proceed with assigning a status to the lead. Below is a sample screenshot:

Deleting Leads From the Front-end #

Deletion of leads is also possible from the front-end. This can be achieved by clicking on the delete icon next to the lead as illustrated below:

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