Manually qualify leads as you chat


Manually qualify leads as you chat

Subtitle Manually qualify leads as you chat

As you chat to a lead you’ll begin to build a picture of who they are, what kind of company they work for, what problems they may be facing and how your business can help. Here’s how your team can qualify your leads and stay focused on the biggest opportunities:
Note: You’ll need Inbox to manually qualify leads in the inbox.

Know who your leads are

When an unknown visitor gets in touch with your team, they’ll automatically become a lead. And we’ll create a live profile for them, which will appear alongside their conversation in the inbox. You’ll see basic information about them, like their browser language and when they last visited your site.

Qualify your leads as you chat

Within each lead’s profile, you’ll see a customizable qualification section too. This allows your sales team to define and collect important information about your leads.
By default, you’ll see the following user and company qualification data:
  • Name
  • Email
  • Phone
  • Company name
  • Company industry
  • Company size
  • Company website

Choose the qualification data that matters to your business

Still need help?

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