Information about forms created in the WordPress panel is displayed in the application in the Campaigns tab. The list shows the following information:
After clicking on the campaign name, a modal window with details is displayed. The information visible on the list below is available, but also:
Data from completed forms go into the appropriate campaign inside Firmbee. To check the list of the records generated from the form, select Show leads button from the list or campaign details.
The information available on the list:
Leads in the list can be filtered by:
Leads can be imported and deleted in 3 ways:
If a record has already been imported then:
For the Campaign module, the choice of permissions is limited to access (none, private or public) and read (at the organization, role or record owner level). In addition, you can set whether the role user should have access to:
To do this, the relevant switch must be enabled. The options are available after expanding the additional settings for the campaign module.
The administrator and manager roles have organization-wide scanning enabled and permission to import and delete leads. The access of the default user is limited to the private level. The settings for the manager and default user can be changed.
The import of leads depends on the right to add contacts and candidates. This means that:
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