Steps
- It is on by itself: a new lead, or a customer writing again on WhatsApp, Facebook or Instagram, sends an alert.
- On the website the bell at the top rings. Sign in to the Saathi360 phone app to get it as a phone notification too.
- Tap the alert: a chat opens in the Inbox; other leads open on their lead page.
- The red number next to Inbox in the Leads menu shows how many customers are waiting for a reply.
- 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.