Category: Internal Chat

It’s a tool that facilitates communication between a team leader and his team member concerning a certain lead in a certain list on our system through chat.

1. Go to Lists & Contacts 2. Choose Desired List 3. Find desired Lead > Press Internal Chat button 4- Write the message you want, determine its importance and it will be delivered by all assigned individuals

There are 3 degrees of importance:  a. High b. Mid c. Low Each degree represents how the urgency of this message, this helps the employees to organize their priorities. This also avoids forming pressure upon the employees as not all messages will be top urgent.

Ways to filter your messages are all about what you need After clicking on Internal Chat icon 1. Display Opened messages only 2. Display Completed messages only 3. Display messages according to their degree of Importance (High, Mid, Low)

Option A: 1- Click on Internal Chat icon 2- Select Completed 3- Search by lead name 4- Select Lead Option B: 1- Go to Lists & Contacts 2- Choose Desired List 3- Find desired Lead > Press Internal Chat button

1- Click on Internal Chat icon 2- Search for Lead name 3- Select Lead 4- Press Set Meeting button 5- Fill in the meeting details 6- Press Add

1- Click on Internal Chat icon 2- Search by lead name *If you need lead’s history > Press History button *If you need to display lead on the list he is recorded in > Press View Lead button