1. What alternatives are available for selecting a communications channel?
Lead Manager Ninja offers a selection of messaging channels for dispatching communications. These include channels like SMS, WhatsApp, and more platforms enabled by the system. To choose the channel, access a lead or record, and position the chat console wherever on the screen. You may thereafter choose the preferred channel for the communication. You may choose the shipping or sender numbers for each channel to determine the phone number used for message transmission.
2. Is it possible to include attachments in your emails, and if so, what is the procedure?
Attachments may be included in your communications using Lead Manager Ninja. To do this, choose "Add an attachment" on the chat interface. You may choose any file you like to attach to the message. To upload a new file from your system, click the "Upload Files" button. Upon choosing your files, they will be appended to the message. You may also delete any files that were inadvertently uploaded before delivering the mail. You can also select related files of a record from the window.
3. How can you access your recent chats in the SMS inbox?
Lead Manager Ninja offers an extensive SMS inbox that allows you to see all your recent chats. This includes communications with leads, contacts, or any custom records. All discussions are shown in the inbox, enabling convenient management and organization. Messages may be filtered according to certain parameters, allowing for comprehensive analysis of all exchanges in a single location, hence facilitating smooth communication tracking.
4. What search capabilities exist for locating certain conversations?
The search feature in the SMS inbox enables rapid finding of certain conversations by entering a keyword. The algorithm scans your complete conversation history for the existence of the entered term. This facilitates the identification of certain talks or communications across several leads or records. Additionally, you may search for discussions inside a certain channel to refine the results.
5. What is the procedure for starting a fresh chat with a record?
To initiate a new discussion in Lead Manager Ninja, use the "New Message" button from the inbox or chat panel. You may thereafter choose the category of item or record, such as a lead or contact. After selecting the record, compose your message and transmit it. The new dialogue will be monitored and shown inside the inbox, guaranteeing the continuation of contact with that particular record.
6. What filters may be applied to your conversations?
Various filters may be applied to your discussions inside the inbox. For instance, you may categorize chats by messaging channel to see messages sent by SMS, WhatsApp, or other compatible platforms. Furthermore, you may filter by sent or received messages, specific records, or talks with designated leads. These filters facilitate the organization and retrieval of pertinent talks with more efficiency.