Skip to content
Para quem atende › Relacionamento e vendas
Relacionamento e vendas

CRM and leads

Moving the card along the funnel, recording what happened and never leaving an opportunity to stall.

3 min de vídeo 9 imagens Painel do atendente
Aula gravada na plataforma real. O cursor, as legendas e o destaque existem só no vídeo.

While the Inbox is today, the CRM is what has not closed yet. Each column is a stage of the sale and each card is an opportunity tied to a contact.

Agent CRM
The CRM funnel.

Recording it

Notes
Every contact with the customer becomes a note.
Write down the next step, not just what happenedCalled, no answer is half of it. Called, no answer — agreed to try again Thursday morning is what makes the card work when you come back to it.
Funnel columns
Moving the card to the next column.
A stalled card is a sale going coldAn opportunity sitting in the same column for a week rarely improves on its own. Either it moves, or it is worth marking as lost and freeing your attention — leaving it there only inflates the funnel.

Leads

Leads
Whoever left their details in the website chat.
New leads
New is the queue nobody has touched.
Lead details
What the person wrote before leaving.
Final screen
The lead list worked through.
  1. Start with the new leads.
  2. Read the message and the form answers.
  3. Get back to them on WhatsApp with the answer already in hand.
  4. Mark as contacted so a colleague does not repeat the call.
  5. If it became an opportunity, create the CRM card.