Leads
Visitors who engage with the chat widget to ask questions are considered Potential Customers (Leads). All leads are displayed within the "Leads" section. The leads are assimilated from all applicable channels, such as CleanDesk chat widget, Whatsapp and social media such as FB Messenger, Instagram and so on. To view channel specific leads, simply click on the Filter icon and click on the specific channel.
Info Tab: This tab shows visitors who shared their contact information (name, email, phone number).
No Info Tab: This tab displays visitors who did not provide any contact details.
Adding Leads Manually:
Click the New Lead button.
Fill out the required information in the form.
Click the Create button to add the new lead to the system.
The leads may be viewed in a chat or table format - use the 4-box icon on the top to switch between these 2 views.
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