Creating a New Lead
When you use conversational flows to capture leads, the lead will show automatically on your CRM leads list. But sometimes you need to create a new lead manually on the CRM and here is how you do it.
The Leads List
Here is how to manage your leads from your Leads List.
Managing Tasks
You can create tasks like follow-up reminders, and more. The tasks manager allows you to have tasks for each individual lead or general tasks. Here is how to use it.
Configuring Qualities and Stages
You can classify your leads using a Quality attribute and a Stage attribute. The first one indicates if it’s a good or a bad lead. The second one is in which stage of the sales process the lead is. You can configure your own qualities and stages.
List of Members and Groups
See how easy it is to register members of your team or specific group, to direct your Leads to personalized service.
Content pages
In content pages, you can insert relevant, educational and persuasive content to site visitors, such as: Terms of use, Privacy policy, articles, blog posts, product descriptions, etc.
The Conversational Sites list
See how to create, edit, delete, duplicate and send to someone else, the flows in your conversational site list.
Image library
In image library, you can upload the images that will be used to create your Conversational Site. To facilitate organization and search, just separate the photos into categories.
Managing Email/SMS
See how easy it is to manage your E-mail and SMS messages.
Configuring Tags
Tags are a way for you to classify your Leads, for example: you can tag a Lead that reached you through a promotional campaign, a viral video, ChatBot, etc. That way, when necessary, you can do a search to get in touch with a certain group of Leads. See how simple it is.
- 1
- 2