Leads

Welcome to the Leads management module in CustomerAssist by CleanDesk AI! This guide will help you navigate the platform to create and manage leads efficiently.

Table of Contents

1. Introduction

2. Accessing the Leads module

3. Switching Views & Filters

4. Creating a New Lead

   1. Filling Out the Lead Form

   2. Submitting the Lead

   3. Examples & Tips

5. Managing Leads

6. Managing Job Screenings

   1. Accessing Job Screenings

   2. Selecting Screening Questions

   3. Customizing Screening Questions

   4. Adding Custom Questions

   5. Submitting Screening

   6. Tips

Introduction

Visitors who show interest or engage with the chat widget or your social media channels (integrated with CleanDesk AI) 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.

Accessing the Leads Module

1. On the left-hand menu, hover over and click 'CustomerAssist'.

2. From the submenu, select 'Leads'.

3. The Leads List view will open, displaying all available leads.

4. Leads are displayed with 2 tabs above them:

   1. Info Tab: This tab shows visitors who have shared some of their their contact information (name, email address or phone number).

   2. No Info Tab: This tab displays visitors who did not provide any specific contact details.

5. Clicking on a Lead will display the details of that particular Lead on the right hand side, such as: their photo (if provided), Lead Lifecycle Stage (Lead, Prospect, etc.), Lead Lifecycle Status (New, Contacted etc.), their contact details, their company details, their social media details, and so on. This information may easily be edited at any time, by clicking on the Edit button on the right side of the lead name (when the lead information is displayed) or by clicking Edit Enquiry in the More button next to the lead name in lead list on the left hand side. While editing, the Lead form will open, where all the desired fields may be completed or changed. Ensure that the mandatory fields (marked by an asterisk *) are filled in, before clicking the Update button.

Switching Views & Filters

1. At the top of the Leads List view on the left, locate the Filter Button, which may be used to display leads sourced from various platforms such as:

   1. CleanDesk AI

   2. WhatsApp

   3. FB Messenger

   4. Instagram

   Use the Reset Filter button at the bottom of the list, to revert to displaying all leads on the page.

2. Next to the filter button, there is a Toggle Button - use this to switch between:

   • Table View: Displays leads in a tabular format.

   • List View: Displays leads in a more detailed list format.

3. You will also find the dropdown menu on top that lets you switch between:

   • Active leads: leads that are currently active.

   • Inactive leads: leads that are currently inactive. Inactive leads may be changed to Active leads as and when they show interest again.

4. Use the filters on the left hand side, to display specific leads:

   1. Basic filters: Here you may choose to display Active/Inactive, Primary/Non-Primary status or Personal/Business account type.

   2. Loyalty filter: The loyalty filter may be used to display leads that belong to a particular loyalty level (Blue, Blond, Gold, Platinum or Silver).

   3. Company: This dropdown filter allows you to choose leads for a specific company. Click on the desired company name in the dropdown list, to use this filter.

   4. Relationship Filters: Use this filter to display leads with a specific type of relationship, such as Business Customers (B2B), Retail Customers (B2C), Educational Institutions, Government Customers or Non-Profit Organisations.

   5. Demographic Filters: Filter leads by Gender, Marital Status or Age.

   6. Location Filters: Use the location filters (Country, State, City, Post code) to see leads by location.

Creating a New Lead

This job reporting feature enhances job application activity tracking. Users can generate customized reports by applying the following filters:

• Stage Selection: Choose a specific stage (e.g., Applied, Interview) to filter job activities.

• Status Selection: Generate reports based on application status (e.g., Screening Scheduled, Interview Scheduled).

• Application Date Range: Specify a "From Date" and "To Date" to retrieve reports for applications submitted within that timeframe.