How To Guides 📢

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Go to https://www.app.easysellerleads.com

📑 Converstations Tab

How to Change a Lead's Stage
How to Reply to a Message
What is the Conversations Section?
Replying to a Lead
How to put a lead in the Trash
The Ai Chatbot
How to turn the AI Bot Off
Common Text Responses
How AI Bot Works
How to Add a Task
How to Star a Lead

📆 Calendars

How to Link my Calendar
How to Book and Appointment
What to do AFTER the Appointment

📞 Contacts

How to Filter My Contacts
How to Access a Contact Record
How to Change the Status of a Contact
How to Assign A Contact
How to Call the Lead

👨🏻‍💻 Opportunities

How to Update Opportunity
Managing Leads
Managing Leads in Opportunity
Call the Leads in More Info Follow Up

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ᯓ➤ Slack Channel

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