Leads Manager - Installation Guide

Welcome, and thank you for choosing the Leads Manager plugin! We're delighted to have you as a customer and are committed to ensuring you have a seamless experience. This README aims to guide you through the installation of your new plugin. If you're new to Blesta or encounter any issues, please don't hesitate to reach out for support.

Installation Guide

Before proceeding, ensure you have the Blesta.club subscription manager installed.

Follow these steps to install the Leads Manager plugin:

1. Download the Plugin Files:

   • Download the Leads Manager plugin files from the download section of the client area.

2. Upload the Plugin Files:

   • Upload the plugin files to a /plugins/leads_manager/ directory within your Blesta installation path. For example:

     /var/www/html/blesta/plugins/leads_manager/

3. Log in to Blesta Admin:

   • Log in to your admin Blesta account.

4. Navigate to Plugins:

   • Go to Settings > Plugins.

5. Install the Plugin:

   • Find the Leads Manager plugin and click the "Install" button.

You're done with the installation! The only thing left is to configure it properly.

Contact Us

If you encounter any issues or have suggestions for improving the plugin, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.

Leads Manager - Update Guide

Keeping your Leads Manager plugin up-to-date ensures you have the latest features and security improvements. Follow these steps to update your plugin:

Update Steps

1. Backup Existing Plugin Files:

   • It's always a good practice to backup your existing plugin files before making any updates.

2. Download the Latest Version:

   • Download the latest version of the Leads Manager plugin files from the client area.

3. Upload New Plugin Files:

   • Upload the new plugin files to your Blesta plugins directory, overwriting the existing files:

     /var/www/html/blesta/plugins/leads_manager/

4. Log in to Blesta Admin:

   • Log in to your Blesta admin account.

5. Navigate to Plugins:

   • Go to Settings > Plugins.

6. Update the Plugin:

   • Find the Leads Manager plugin and click the "Update" button.

No additional changes are needed outside of updating the files. Any breaking changes will be communicated to clients.

Keep your Leads Manager plugin up-to-date to ensure you have the latest features and improvements.

Contact Us

If you encounter any issues or have suggestions for improving the plugin, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.

Leads Manager - Usage Guide

Once your Leads Manager plugin is installed, you'll want to configure it to suit your needs. Follow the steps below for a comprehensive setup.

Setting Up the Plugin

1. Install the Plugin:

   • Follow the installation guide to install the Leads Manager plugin.

2. Configure the Plugin:

   • Log in to your Blesta admin account.
   • Find the Leads tab in the menu, Then click to add leads!
   • Create your plan, Then clients can buy leads!

Quick Support: What Data to Enter?

Follow this csv format: name, website, first_name, last_name, email, phone_number, linkedin, location, industry, size, revenue, asking_price

Packages

Create your plans to price leads by lead credit, Your user will buy a set of credits then reveal the lead in exchange for credit amount(s) set by you in a package. This allows you full control over your pricing!

Contact Us

If you encounter any issues or have suggestions for improving the plugin, please get in touch with us. We are committed to providing robust updates and welcome customer feedback.