Leads & inbox
8 articles
- Export your leadsDownload your leads as a CSV file for any date range, to open in a spreadsheet or bring into another tool.
- Lead notificationsChoose which events alert your team, who receives them by email or text, and what you personally want to hear about.
- Lead stagesEvery lead in your Inbox carries a status. New, Contacted, Booked and Lost are set for you from what actually happened; here is what each one means.
- Merge duplicate contactsWhen the same customer ends up as two contacts, Bectify flags the pair and lets you merge them into one. A merge is permanent.
- Reply on every channelYou can answer customers from the Inbox on text, website chat, WhatsApp, Messenger and Instagram. Phone calls and website forms are followed up outside the Inbox.
- Take over a conversationStep into a text, chat or direct-message conversation yourself. Your receptionist stops replying until you hand it back.
- The 24-hour messaging windowWhatsApp, Messenger and Instagram only let a business write freely for 24 hours after the customer's last message. Here is what the Inbox does when that window closes.
- Where your leads come fromEvery call, text, chat and direct message your receptionist handles lands in one Inbox. Here is which channels feed it and how to tell them apart.
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