Momence

Leads - a Tour of the Dashboard

This article describes how to create and collect leads in your dashboard from your website, Facebook & Instagram, QR codes, etc.

Lead Collection & Management

The article below describes how to manually collect leads from your Dashboard

How to create a lead from the Dashboard

The article below helps you connect your Leads App to Facebook so you can collect leads from Facebook and Instagram.

How to connect Facebook and Instagram to collect leads

The article below guides you through the troubleshooting steps in those cases in which the Facebook Leads integration is not working.

Troubleshooting Facebook Leads integration

The article below describes how to funnel leads collected via the Leads App to sequences to nurture them.

Nurturing leads with sequences

This article describes how to use the Leads App to nurture your leads via email and SMS

Contacting leads through email and SMS

This article describes how to add the leads form to your website in detail. It also includes a video with a step-by-step process.

How to Create a Lead Form for Your Website and target those leads

Juan

Erin

Leads

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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