Inbox

The Inbox on Leadferno lists all leads, allows you to respond to leads, and lets you manage leads. There are three sections: the leads pane, the conversation, and the details pane. The latter two populate with a lead is selected. Actions to manage the lead include transferring the lead to another team member or profile, set a reminder, or close a lead. Details include basic contact information with a history of open and closed leads.

Leads

Leads can be new, open, or closed. Also, they can be unread or read and may have a reminder associated with them:

New: these leads have not received a response from a team member and are distinguished by a flame icon. New leads will also
Open: leads have received at least one response from a team member and have not yet been closed.
Closed: leads have been closed and categorized as Won, Lost, or Other.

Unread leads will be highlighted at the top of the page next to the Inbox icon. The top of the leads panel will include an unread indicator next to the filters Me, Unassigned, and All. Also, an unread indicator will appear on the lead avatar.

Leads with reminders will have a persistent green reminder icon. Once the reminder has passed, the lead will appear above all other open (but not new) leads with a green reminder icon (solid) and the lead avatar will be green.

Action your leads

Set a reminder

Mouse over or select a lead in the Inbox. Three action icons will appear: transfer, reminder, and close.
Select the reminder icon. A drop down will appear with preset times or an option to select a custom time.
Set the time you'd like the lead to appear at the top of your open leads.

Once selected the lead avatar will turn green and it will move above any open leads, below any new leads. Also a note in the conversation will be added with the date and time of the reminder and who set it.

Transfer a lead

Mouse over or select a lead in the Inbox. Three action icons will appear: transfer, reminder, and close.
Select the transfer icon. A modal opens to select another team member.
Select a team member. A green check mark appear next to their name.
Choose Transfer to move the lead to the selected team member. The lead will no longer appear in the Unassigned filter in Inbox.

Close a lead

Mouse over or select a lead in the Inbox. Three action icons will appear: transfer, reminder, and close.
Select the close icon. A modal opens to leave a note and select the close type.
Add details to close the conversation (optional) and then select Won, Lost, or Other. A note will be left in the thread and it will appear only in the All filter on Inbox.

Once a lead has been closed, it cannot be reopened; however, you may create a new conversation with the same contact.

Add a note

Select a lead. The conversation will open.
In the message composer, select Note. The composer will turn blue.
Write a note and select Add Note. The note is added to the message thread with the date, time, and author.

Notes are only viewable by team members and are never sent via text message. Any team member with access to the lead or conversation will be able to see the note — they are not private to the individual leaving them.

Use shortcuts

See details about using shortcuts.

Details

Add contact fields

Leads for text messaging, by default, require a phone number. Other contact details may be added, including the name and email address.

When a lead is obtained through another channel, like Facebook, then it only has a name associated with it. Adding a phone number will ensure you can continue to talk with the lead outside of Facebook, but within the same conversation.

Channel

Two channels are available today: text messaging and Facebook. Facebook messaging can only be used when a prospect messages your business through your Facebook page.

In the message composer, you may switch between Text Message or Facebook if those options are available on the contact.

Google Business Messaging will be added soon.

History

History include a list of all conversations or leads with a contact and a link to those conversations. If the team member has access to multiple profiles, all will be listed in the history along with the profile name, who the lead is assigned to and its status.