Tag Archives: lead wrong number

To send voice to a lead follow the steps mentioned below: Click on the name of the lead to which voice has to be sent Click the button send voice Select Phone number (Mandatory) Select a DNI number (Mandatory) Select an App Flow (Mandatory) Select Promotional (Mandatory) or Transactional (Mandatory) …

To send mail to a lead follow the steps mentioned below: Click on the name of the lead to which Mail has to be sent Click on the button Mail Case One : Send Mail Using Template Select Email (Mandatory) Select Account (Mandatory) Enter a ReplyTo Email (Mandatory) Check the …

To send an SMS to a lead follow the steps mentioned below: Click on the name of the lead to which SMS has to be sent Click on the SMS button Select a mobile number (Mandatory) to which SMS has to be sent Select Account (Mandatory) Select Sender ID (Mandatory) …

To view the uploaded documents follow the steps mentioned below: Click on the name of the lead whose documents has to be viewed Scroll to the documents section of the lead Click on the document that has to be viewed

To add a document to a lead follow the steps mentioned below: Click on the name of the lead to which document has to be uploaded Click the Upload Documents button Click the choose file button Select the file that you want to upload Click the Upload button The uploaded …

To add notes to a lead follow the steps mentioned below: Click on the name of the lead to which notes have to be added Click the button Add Notes Type the notes in the notes entry area Click the button Add Notes The entered notes would be displayed under …

This option is required if you would like to be reminded about a lead follow up. The system will send an email to your registered email address 15 minutes before the follow up time. To set up a reminder by Email follow the steps mentioned below: Click on the name …

This option is required if you would like to be reminded about a lead follow up. The system will send an SMS to your registered phone number 15 minutes before the follow up time. To set up a reminder by SMS follow the steps mentioned below: Click on the lead …

To send a notification to a customer via Email follow the steps mentioned below: Click the add lead button Fill out the name field Fill out the mobile 1 field or email 1 field or both Select a source Select a follow up status Fill out the mandatory fields (if …

To Send a notification to a customer via SMS follow the steps mentioned below: Click the Add Lead button Fill out the name field Fill out the mobile 1 field or email 1 field or both Select a source Select a follow up status Fill out the mandatory fields (if …