Leads
Gain detailed control of your leads and manage key information for future marketing and sales actions.
In the "Leads" section, you can view and manage the information of users who could become your customers. Here you will find details such as email, phone, associated tags, and the creation and update dates of each lead. With effective lead management, you can increase your conversion rates and build a solid foundation for your marketing and sales strategies.
Lead Management
With the provided tools, you can perform specific actions for each lead, ensuring proper and efficient follow-up.
Actions
Edit: Modify the information of an existing lead.
Delete: Remove a lead from the database.
Export: Download the information of the leads for external analysis or marketing campaigns.
Tags: Add or modify tags to your leads to facilitate their categorization and search, allowing efficient segmentation for future campaigns or follow-ups.
Editing a Lead
To edit a lead, simply click on the pencil icon of the desired lead, and you can modify all its details in the edit form. In this space, you will also have the opportunity to add custom annotations and review the lead's interaction history with the chatbot, which will allow you to further personalize the attention and service provided.
Steps for Editing
Select the lead you wish to edit.
Update contact information such as email or phone, as necessary.
Add or modify tags to maintain the organization of your leads.
In the annotations field, write down any relevant details that may be useful for future references or for other team members.
Review the conversation history to better understand previous interactions.
Save the changes made to update the lead's information.
Remember that keeping your leads' information up-to-date and well-organized is crucial for the success of your marketing and sales efforts.
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