As a salesperson, all your leads must be viewed and acted on through the web platform. Please follow the tutorial below to get you started with your first lead.
1. Every time you receive a lead, you will get an email notification in your inbox. Tap the link in the email to access the web-platform. (see Fig1)
Fig1. New lead email
3. Once you've logged in, you will see the lead details page with everything you need to know about the specific lead. This is when you can begin to move the lead through your sales cycle and the Wingmate platform. Once you begin working on the lead be sure you set the status to: "working" so the lead generator knows you are acting on the lead. (see Fig2)
Fig2. Lead details screen
To learn more about progressing a lead through the sales cycle, click here.