Home · Guides · Leads and follow-ups
Leads and follow-ups

Know at once when a customer is waiting

A new lead, or a customer writing again, rings the lead's person (or the owner) straight away.

Steps

  1. It is on by itself: a new lead, or a customer writing again on WhatsApp, Facebook or Instagram, sends an alert.
  2. On the website the bell at the top rings. Sign in to the Saathi360 phone app to get it as a phone notification too.
  3. Tap the alert: a chat opens in the Inbox; other leads open on their lead page.
  4. The red number next to Inbox in the Leads menu shows how many customers are waiting for a reply.
  5. To stop the alerts, open Leads → Settings, untick Tell us when a customer is waiting and click Save.

Good to know

One alert per customer until it is opened: five messages in a row ring once.
A lead handed to a teammate rings that person; a lead nobody has rings the owner.
Next in this sectionGet reminded before a follow-up is due

More in this section

Try it in Saathi360

30-day free trial, every feature, no card.

Start free trial Book a demo