How to Access and Manage Facebook Leads

Step By Step Instructions

1. Log into Facebook
   • Use the Facebook account linked to the page you manage.
2. Access Your Page
   • Click the See More button on the left menu.
   • Scroll down and click on Pages.
   • Select the page you want to manage leads for.
3. Switch to Page Mode
   • On the left side, click Switch into the Page.
   • Confirm by clicking the Switch button in the new window.
4. Find the Lead Center
   • In the left menu, click on More Tools.
   • If you don’t see the Lead Center, click the down arrow next to More Tools.
   • Click on Lead Center.
5. View and Manage Leads
   • In the Lead Center, you’ll see a list of leads.
   • Click a lead to see their contact information.
   • You can add labels, change stages, assign leads to team members, and take notes.
6. Organize Leads
   • Go to Settings to add, change, or reorganize stages.
   • Click and drag leads from one stage to another.
   • You can switch between pipeline view and table view by clicking the view options in the top left.

Managing Leads on Mobile

1. Download the Facebook Business Manager App
   • Go to your app store and download the Facebook Business Manager app.
   • Open the app and log in with the admin account for the page.
2. Access Leads on Mobile
   • Tap the top left icon to select the page you want to manage.
   • Tap Tools in the lower right.
   • Scroll down and tap Lead Center.
3. View and Update Leads on Mobile
   • Tap a lead to see their information.
   • Change stages from the lead’s detail card.
   • You can also tap the three dots next to each lead to change their stage.

That’s it! If you have questions, feel free to ask for help. Good luck!