Mind Blown 🤯: Lead Center within your Business Facebook Page, A How-To-Guide

Justin Babcock • May 22, 2020

The Lead Center in Facebook is a tool to help your business organize contacts. Facebook has made this feature easy to navigate, and we are here to give you a break down!

Within the lead center you can manage your leads directly from your business page, how exciting, right? 😊

The Leader Center is Available under “Manage My Page”

If this is your first time accessing the Lead Center, all your leads should be listed as “Raw Leads” (a total number of new leads should be listed under the tab).

Some of these leads you may have been in contact with already as Facebook has filtered in Leads from several months ago. However, you now can manage these leads directly from the Facebook Lead Center. We love convenience!

Each lead listed has the following information: date, name, e-mail, phone number, stage, source (listing where your lead came from: blog, video, post, etc..)

First step is to filter through your leads as stated above there will be leads you have contacted in the past. It is important to now re-categorize these leads. Facebook allows you to categorize your leads into different “Stages.”

Stages include: Raw Lead, In-Progress, Interested, Converted, Archive or Bad.

You can find this information once you check mark the “lead.”

The leads information will be on the right-hand side and can be edited. Within this section you will also find detailed information: e-mail address, phone number, company. You can also add a “label” that will help you the owner organize your lead.

Lead Management Section

You can edit the “owner” of this specific lead (you might want to assign the lead to a specific manager).

You can edit the Stages of the Lead (see stages above).

You can edit Actions: No Reminder or Reminder.

Reminders can have a Title, Specific Target Date, Time and Notes.

Once saving a reminder, a clock will appear beside the lead letting you know you have an upcoming action due. Past reminders are saved and available to view. You will also find a clock on the right-hand side of the screen-left click and you will find your reminders for the day.

Settings

Beside (to the right) of the reminder clock you will find the Setting button

Within the settings you can change your stages, delete or add.

You can also create a template e-mail to automatically be sent to your leads (see Image below).

Edit/add your lead funnel, you want to add or delete a stage.

A computer screen shows a screenshot of a facebook page.

Additional features:

The Filter function: leads can be filters and labeled.

The Custom Function-you can create audiences and then categorize your leads.

E-Mail Function- You can e-mail your leads directly from the lead center.

You may also create your own lead, once your create your lead you can use all of the functions listed above.

When on home page of the Lead Center you can left click on the lead’s E-Mail address and an e-mail form will appear. Type away and send Now or Later.

Already have a list of leads? No worries, Facebook allows you to upload your leads. Under the Create Lead tab you will find the Upload Lead Tab-you can upload CSV, XLS or XLSX file or drag and drop to upload. Maximum file size is 1 MB.