What are chat widget leads?
Chat widget leads are potential clients who interact with the chat feature on your website or landing page. Instead of submitting their information through a traditional form, they initiate a conversation through the chat widget.
How will I know when a chat widget lead comes through?
You will receive an email notification every time a new chat widget lead engages with the chat on your website or landing page. This ensures that you are promptly informed about potential clients and can respond in a timely manner.
Where do I see Chat Widget Leads on the Opportunities Board?
Chat Widget Leads will have their own separate pipeline, which you can access by selecting the pipeline dropdown on the opportunities board.
What should I do when I receive a chat widget lead notification?
When you receive an email notification about a new chat widget lead, you'll want to check your conversations tab to respond to their inquiry and update the pipeline stage in your CRM as needed.
How do I update the pipeline stage for chat widget leads?
Follow these steps to update the pipeline stage:
On the Opportunities Board, click the white space around the lead's contact box.
The opportunity details box will appear.
Use the dropdown arrow next to "Pipeline" to choose the desired pipeline.
Use the dropdown arrow next to "Stage" to select the appropriate stage for the lead.
Click Update to save changes.
6. Why is it important to update the pipeline stage and add leads to the appropriate column?
Keeping your pipeline updated and organized helps you manage your leads effectively. It ensures that no potential client slips through the cracks and that you can follow up promptly, improving your chances of converting leads into clients.
7. What if I miss an email notification for a chat widget lead?
If you miss an email notification, you can always check your Conversations tab and Opportunity Board - Chat Widget Pipeline for new leads. It's a good practice to regularly review your lead activity to ensure timely follow-ups.
9. Who can I contact for support with chat widget leads?
If you need additional assistance with managing chat widget leads or updating your pipeline, please contact our support team.
