Tip:
Highlight text to annotate it
X
Hi, this is the Walkin CRM video tutorial for allocating inbound emails or telephone
calls to CRM users. Begin in the inbound leads section.
Click on either the email or telephone tab on the left hand side.
This tutorial will focus on the allocation inbound email, but the process is identical
for telephone. firstly insert a valid date range.
Then hover over the from column to view the email.
If the inbound lead is genuine, you need to add their details to the database, by clicking
the icon in the top right of the window. Enter their details from the information in
the email, then click save and close the window. Return to the list of inbound emails, and
click the 'establish in the CRM' icon at the top of the page.
Locate the email and Change the lead type to 'genuine'.
Assign the lead to a data manager. Next decide where in the sales funnel the
lead should be inserted using the CRM status and CRM urgency columns.
When this has been completed click save changes at the top of the screen.
There, the lead has been allocated to the relevant CRM user to be contacted.
They will be able to view the email in the history section of their outstanding work
table.