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Lead Management

  • Quick Guide to Prospecting and Lead Creation

    Attached is a quick guide on how to start and complete the entire process of prospecting and lead creation. Within this guide, you will be given steps on how to enter leads within our Wesuite Go mobil...

  • How to Clear Cache in Chrome

    If you are experiencing indefinite loading times while trying to access a lead or change the status of a load it may be time to clear your cache on your browser. This is a quick guide on how to clear ...

  • How to Give Someone Passing/Sharing a Lead Rights

    This is a quick guide on how to set up a user to pass and share leads in WeOpportunity. Once in WeOpportunity, please follow the steps below -  1.) Click on User settings 2.) Enter the person's name y...

  • How to Copy a Folder

    This is a quick guide on how to copy a folder. This feature will copy Parts and Labor associated to parts from one to folder to another. 1.) Create a folder to copy the contents to 2.) Drag and drop t...

  • My Settings

    My Settings is where the user controls their personal information, dashboard, mail server and lead settings.  It’s a vital part of getting started in using WeOpportunity. This article will define the ...

  • Lead Management

    Lead Management Lead Management is the component most used by Sales Representatives to create and manage their Leads and Opportunities, and by Sales and Executive Management to create, view, assign an...

  • Create a Lead

    From the landing page choose Lead Management from the left hand navigation menu and click the New Opportunity tab. Enter your customer name in the input box as shown below to search for your customer....