设置页面

主设置页面是管理 Facebook 和 Instagram Leads 集成的指挥中心。这里是您可以执行的所有操作！

如何访问

在 Perfex CRM 侧边栏中进入 Meta Leads → Settings。

或直接导航至：https://yourcrm.com/admin/facebookleadsintegration

统计仪表板

顶部有四个统计框显示您的月度表现：

Stat	What It Shows	Color
Synced This Month	Successfully imported leads	Green
Failed This Month	Leads that failed to import	Red
Pending Retry	Leads waiting to be retried	Yellow
Total This Month	All leads attempted	Blue

连接状态

三个指示器显示是否一切已连接：

Indicator	What It Means
App Credentials - Configured	Your App ID & Secret are saved
Webhook - Verified	Facebook successfully verified your webhook
Access Token - Token Saved	You've connected with Facebook and a token is stored

目标： 三者都应显示为绿色！

操作按钮

Button	What It Does
Test Connection	Verifies your credentials, token, and permissions with Facebook
Send Test Lead	Creates a fake test lead to verify the full flow

Meta App 设置

Setting	Description	Example
App ID	Your Meta App's unique identifier	`123456789012345`
App Secret	Your Meta App's secret key	`abc123...` (click to show)

信息

The App Secret is hidden by default. Click the eye icon to reveal it.

进行更改后，点击 "Save Settings"

Webhook 设置

这些是由模块生成的只读值：

Setting	What It Is
Webhook Callback URL	The URL Facebook sends lead data to
Verify Token	The secret token used during webhook verification

点击 Copy 按钮复制每个值。

提示

These values never change unless you reinstall the module. Once configured in Facebook, you don't need to touch them again.

Lead 设置

配置 Perfex CRM 中如何处理新 leads：

Setting	What It Does	Recommendation
Default Assigned Staff	Who gets assigned to new leads (global fallback)	Pick your main sales person
Default Source	Lead source tag	Create a "Facebook" or "Meta Leads" source
Default Status	Initial status for new leads	Usually "New" or "Not Contacted"

提示

Note: The Default Assigned Staff acts as a global fallback. You can override this per page in the Connected Pages section below. For example, leads from Page A can go to Alice, while leads from Page B go to Bob. See Per-Page Lead Assignment below!

选项

Option	Default	Description
Enable duplicate detection	Off	Prevents importing the same lead twice (based on email)
Send email notifications	On	Sends an email to the assigned staff when a new lead arrives

提示

Recommended: Enable duplicate detection if you run campaigns with frequent leads. This prevents the same person submitting twice from creating duplicate entries.

已连接页面

在设置页面底部，您会看到已连接的 Facebook 页面：

Column	Description
Page Name	Your Facebook Page's name
Status	Monitoring or Not Monitoring
Leads Received	Total leads received from this Page
Assign Leads To	Staff member dropdown - pick who gets leads from THIS specific page
Action	Subscribe/Unsubscribe button

按页面分配 Lead

这是一项强大功能，可让您将不同页面的 leads 分配给不同的员工！

工作原理：

每个页面都有自己的 "Assign Leads To" 下拉列表
选择一名员工，将该页面的所有 leads 分配给他/她
留作 "- Use Global Default -" 以使用全局 Default Assigned Staff 设置
更改自动保存 - 无需点击 Save！

示例场景：

Page	Assigned To	What Happens
My Restaurant	Alice (Sales Rep)	All restaurant leads go to Alice
My Real Estate	Bob (Property Agent)	All real estate leads go to Bob
My E-Shop	- Use Global Default -	Uses whatever is set in "Default Assigned Staff" above

提示

Priority order: Per-page assignment always wins over the global default. If a page has a specific staff member set, that's who gets the lead - regardless of the global setting.

管理页面

Action	How
Add Pages	Click "Connect with Facebook"
Subscribe	Click green "Subscribe" button
Unsubscribe	Click red "Stop Monitoring" button
Refresh	Click "Connect with Facebook" again
Assign Staff	Select from the "Assign Leads To" dropdown

Perfex CRM 主设置中的设置

模块还在 Setup → Settings（Perfex 的全局设置页面）中添加了一个选项卡，可快速访问：

App ID
App Secret
Webhook URL & Verify Token
默认 lead 设置
完整设置、同步历史和字段映射的链接

提示

This is a shortcut - all the same settings are available on the main module settings page.

需要配置字段映射？ Field Mapping

如何访问​

统计仪表板​

连接状态​

操作按钮​

Meta App 设置​

Webhook 设置​

Lead 设置​

选项​

已连接页面​

按页面分配 Lead​

管理页面​

Perfex CRM 主设置中的设置​