You will get a quick snapshot of:
1. Accessing lead details
2. Editing lead details
3. Transferring the lead
4. Lead history
Accessing Lead Details
- To view or edit any lead, you have to click on the lead card.
- Upon clicking on the lead card, all the mentioned details of the lead will appear.
Lead details that you can access:
- Lead ID
- Lead name
- Project name
- Lead source
- Lead category
- Lead status
- Lead project details
- Sharing project details
- Call logs
- Add notes & access previous notes
- Options to schedule a follow-up, face to face, & site visit with the lead
- Past events history of the lead
- Additional lead details
- Option for transferring lead to another project
- Contacting lead via WhatsApp or call
Editing Lead Details, Category, & Status
Editing Lead Details
- To edit the lead details, you can click on the pen icon shown at the top right corner. Alternatively, you can also scroll down to ‘Additional Client Info’, & click on edit.
- Now, you can choose & edit any details of the lead from the given options & then click on the button ‘Update Lead’ at the bottom.
Editing Lead Category
- Click on the ‘Update’ option in the category section to update the lead category.
- Choose the category from Cold, Warm, & Hot, and then click on Done.
Editing Lead Status
- Click on the ‘Change status’ in the status section.
- Now you can click on the available buckets to move the lead accordingly.
- Answer the questions in lead info form as required & save the details to move the lead.
Transferring The Lead
- You can transfer the lead to a different project by clicking on the lead card, scrolling down the lead details & clicking on the ‘Transfer Lead’ button.
- Choose project name from the drop-down. Select lead status & add agent name along with the notes.
- Then click on the ‘Transfer Now’ button to transfer the lead to the agents accordingly.
To know more about 'Lead Transfer', click here.
Lead History
- Go to any lead for whom you want to check the history.
- Click on the lead card, scroll down to the ‘Past Events’ section & then click on ‘View all your past history’.
- The history of the particular lead will open with the timeline having all the relevant details.
The lead history timeline will include:
- Event name, status, date & time
- Lead project
- Notes
- Call logs
- Channel, source, & other details
For any support on our products, please reach out to support@anarock.com
For any feedback, please reach out to tech-feedback@anarock.com