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.
Category: Internal Chat
How to start a chat with a team member/team leader about a specific lead?
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
What are the degrees of importance?
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.
How to filter messages in the internal chat?
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)
How could a user return to previous chats after being completed? How to access previous internal chats?
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
How to set a meeting with a lead through the internal chat?
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
How to display an overview for the lead’s history via internal chat? How to access the lead data via internal chat?
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