WEBVTT

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All prospects (leads) from Meta, Google and TikTok forms plus manual
entries in one list, with status, notes and conversion rate.

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For automatic leads from Facebook/Instagram Lead Ads, connect Meta with
Lead Forms permission ("Connect for Leads"). If you see "Lead Forms

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approval needed", the Facebook Page admin must approve the access.

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At the top you see Total leads, New, Contacted, Converted and conversion
rate for the selected period.

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Click "Leads Discover" (or "Choose Lead Forms") to find your pages'
forms. Select which ones to receive leads from and click "Save & Sync".

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Filter by name or email search, platform, status, form and date. "Reset"
resets the filters.

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Click "Change" on a lead to set its status: New, Contacted, Converted
(became a customer) or Lost. Add a note about what was said.

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Use "New Lead" to add a contact from a phone call, email or walk-in:
name plus email or phone is required.

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Use "Download" to save the list as a CSV table or an accounting XLSX,
with your active filters applied.

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Keep each lead's status up to date. That way the conversion rate shows
the real performance of your ads.