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 option to add a new lead, which can be achieved by clicking on the “Add New” button within the page.

Upon clicking on the button, you can then add the client as well as the client details within the popup generated: