Lead notes in Web2Chat allow you to add detailed information about customer interactions directly within conversations. This helps your team track specific details, follow up effectively, and provide a more personalized customer experience.
How to Add Lead Notes to a Conversation
- From your Web2Chat dashboard, navigate to the Inbox tab and open the conversation for which you’d like to add a lead note.
- In the right-hand sidebar of the conversation window, locate and click on the Lead Notes option.
- Enter the details you’d like to record about the lead, such as preferences, concerns, or follow-up reminders.
Best Practices for Using Lead Notes
- Be Specific: Include relevant details that will help team members address the customer’s needs more effectively.
- Use Notes for Follow-Up Actions: Lead notes are ideal for reminders, such as scheduled follow-ups or special requests.
- Keep Notes Updated: If the conversation progresses or new information is provided, edit the lead note to ensure it stays current.
Adding lead notes helps maintain clear and organized customer records, allowing your team to provide consistent, attentive service across interactions.
If you need further assistance, contact our Customer Support.