Key Features
What is the use of the hot/warm/cold/closed status?
You can assign a particular lead status to your customers. The use of lead status is to identify how interested the customer seems. Hot: Most interested Warm: Interested Cold: Not interested Closed: The lead is closed You can also edit the lead ...
How do I add a contact?
All the contacts that you have added through the web app will be auto-synced in your Mobile app. You can add a new contact from mobile app as well. The contacts that you add via app will be synced in your web app. Below are the steps explaining ...
What is a follow-up?
Follow-up is a call back reminder that you set for customers. The follow-up that you have set up for the customers will all be listed on the Scheduled screen. If you wish to know how to set a follow-up then you can refer to this article : How to set ...
Can I check my credit balance?
You can check your credit balance for each of your plans in the Settings section. You will have to click Settings option on the left main menu. On the Settings screen you will see two tabs : Credits and About. Under the Credits section you will be ...
What is a Click2Call?
An instant calling widget, strategically placed in your app to help you get in touch with leads while they’re looking you up. With Click-to-Call, you can connect with leads, right away, to increase your conversion time. As soon as a visitor submits ...
What is a Click2Call?
An instant calling widget, strategically placed in your app to help you get in touch with leads while they’re looking you up. With Click-to-Call, you can connect with leads, right away, to increase your conversion time. As soon as a visitor submits ...
What is Contact details?
Conatct details
What is Completed calls?
Completed calls:
What is Click-to-Call Dialler?
Click-to-Call dialler is the C2C widget that we have in the web app. In the mobile app the dialler is available on the following screen: Scheduled Calls, Contacts and Call logs. As soon as you click on the dialler a new page opens. O On the page you ...