How can a pipeline help manage leads? Using a pipeline to manage your leads can help you to: Identify and qualify leads: A pipeline can help you to identify which leads are most likely to conve › Connect LimePhone to Slack with 2 clicks Connecting your favourite apps to LimePhone could not be easier! Go to Settings > Integration and select 'Connect'. You'll be diverted to your Slack accoun › Qualifying Leads This can be done through various views within your LimePhone Web Dashboard, Agent Dashboard, Android App and Chrome Extension. › What are the 2 links provided by LimePhone to share with contacts? There are 2 links for your to share with your contacts Personal Booking and Call Links LimePhone provides to personal links for leads and contacts to conta › How can you share your links with contacts? A 'quick copy' function allows you to share your Personal Meeting Page and Direct Call links with your contacts. › How do I update my personal contact and meeting page information? To amend and update any information, for the 'My Page' settings Go to Settings > My Page Here to can update all personal information, links, and upload a c › How do you access a Lead's Full Profile? To view a Lead's Full Profile select the Lead Preview button, and select 'Full Profile. › How do you manually add a Lead or Contact? Here are the steps to manually add a Lead to LimePhone. Sign in to your LimePhone account. Click on the "Leads" tab. Click on the "Add Lead" button. Follow › How to assign a lead to a specific stage Navigate to the Leads page, select the relevant lead and "Preview". Identify the Lead "Stage" and select. Select "Pipeline" to view your Pipeline of leads. › Track Campaigns Here you will find how to track your SMS Campaigns. Track the results of each individual campaign! To start, go to Campaigns > History Campaign History sho › What are additional ways to add leads to LimePhone? Here are some additional tips to add leads to LimePhone: You can import leads from a CSV file. You can use the LimePhone API to add leads pro-grammatically › What are tips for managing leads with a pipeline? Here are some tips for managing your leads with a pipeline: Define your lead stages: The first step is to define the lead stages in your pipeline. This wil › What does Performance display? Displays your response time in connecting or responding to calls, your answer rate, your customers answer rate and the average time for calls. › What features are available in the Full Lead Profile? Full Lead Profile provides a complete details view of each Lead. Qualify the Lead as a Good or Bad fit. You are able to Share the Lead, and change Owner, S › What is LimePhone's Lead Pipeline? Managing leads with LimePhone's Lead Pipeline allows the process of tracking and nurturing leads as they move through different stages of the sales funnel. › What is the Lead Preview feature? Select the Lead ID to open a preview screen. Lead Preview allows users to manage all aspects of the lead. Quick action buttons to: Callback via another dev › What is the Leads Report? Shows a summary of all events, calls, meetings, successful and failed calls. Allowing you to identify areas of improvement and success within your business › Connect Your Calendar Stay organised. Let's help you connect your calendar. If you're using LimePhone as more than just a virtual number and require call scheduling, you can lin › How can I track my usage? You can monitor your usage through the LimePhone app or by logging into your account online. The "Usage" section will display your current usage and remain › How do I access and view a Lead's Full Profile? To view a Lead's Full Profile select the Lead Preview button, and select 'Full Profile'. Full Lead Profile provides a complete details view of each Lead. › How do I manage my contacts in LimePhone? You can import contacts from your phone or computer, create contact groups, and add notes to individual contacts. LimePhone auto creates contacts for any i › How do you add contact information to LimePhone? To add contact information to Dashboard > Contacts Select 'ADD NEW CONTACT' Complete the New Contact form and select 'ADD CONTACT' › How do you apply Tags and Segments to Leads? Once you have defined the various Tags, Segments and Stages your Leads undertake you can apply then to each lead, organize and filter accordingly. This can › How do you create Tags and Segments for Leads? This can be done by going to Dashboard > Settings > Lead Qualification. Here you can create and define Tags and Lead Segments for your Lead Score, Lead Sta › How do you filter leads in LimePhone? This can be done by going to Dashboard > Call Reports View Calls, Leads, Scheduled Call, Outbound Calls, Missed Calls, Answered Calls and All Calls. You ca › How to add / edit Pipeline Stages Navigate to the "Pipeline" page, select "Add Stage". Navigate to "Settings > Lead Qualification" and add new stage within the "Lead Stage" tags. Select "Up › Lead Qualification in the Lead Full Profile In the Lead Full Profile you can update and qualify a Lead depending on the outcome of the conversation or data provided. › Lead Qualification in the Main Lead View In the Main Lead View using the Qualification Drop Down, simple select from the options, automatically updating the Lead's Status. › Lead Qualification in the Preview Panel In the Preview Panel, you can update and qualify a Lead depending on the outcome of the conversation or data provided. › Managing Qualified Leads Once a Lead is qualified, you are able to filter and view Leads according to preference. You are able to update the qualification status of leads at any ti › Notes Add any additional notes or information relating to your number for internal use. › Set Your Notifications Alerts help keep you in the loop whenever there's activity within your LimePhone account. Receive alerts via email, SMS, web browser and InApp, configure t › Types of Leads Our system currently has the following classification for inbound calls/leads Leads - Any inbound phone calls, web calls, contact messages or lead form sub › What actions should be taken at each pipeline stage? At each stage of the pipeline, you need to take different actions to nurture the lead and move them to the next stage. For example, at the "Assigned" stage › What are the seven stages of LimePhone's sales pipeline? LimePhone's sales pipeline has seven stages, all of which can be edited with additional stages added. New, Assigned, Qualified, Opportunity, Won, Lost, Wro › What can I view in the LimePhone Lead View? View Calls and Outbound Calls. Calls can be filtered into Missed, Answered, Voicemails and All providing an overview of all leads. View each Lead at a glan › What does the LimePhone Dashboard display? Your LimePhone Dashboard displays your virtual numbers and their current status and allows you to easily track your metrics on calls, voicemails, and tasks › What filter options are available in the Lead View? The Filter panel gives an overview of your leads status. Your Leads - Leads that have been assigned to you. Unassigned - Leads yet to be assigned to a Team › What filtering options are available for leads? You can are able to filter the view by Lead Owner, Agent, Call Type, Lead Score etc. › What information is displayed in the lead list view? View each Lead at a glance with Date, Contact, Source, Owner, Qualification, Call Info including Call Recording Playback, Tags and Actions. › What is Lead Stats? Displays any pending calls not yet actioned, assigned call where you've reviewed the call and assigned to a user, total calls / leads and those you've clos › What is LimePhone's Analytics? LimePhone's Analytics allows you to monitor, track and prioritize your calls. Head over to your Analytics Page to view your call stats and the performance › What is LimePhone's contact database capability? LimePhone also has the ability to auto-detect existing contact databases from the system and reflects that same under the Contact section. › What is the Lead Preview and what can I do with it? Preview each Lead with a detailed insight at an immediate glance. This allows you to multiple 'Quick Actions' depending on the Lead. Quick Actions include › What is the LimePhone Lead View? View Calls and Outbound Calls. Calls can be filtered into Missed, Answered, Voicemails and All providing an overview of all leads. The Filter panel gives a › What is the LimePhone personalized contact and meeting page? LimePhone creates your personalized contact and meeting page, allowing you to share a link with anyone. This professional page shows your online status, Tw › What lead status filters are available? Your Leads - Leads that have been assigned to you. Unassigned - Leads yet to be assigned to a Team Member All Assigned - All Leads assigned to Team Members › Your complete CRM LimePhone has a built in CRM that allows you to seamlessly manage your customer interactions and data within a single platform. Here are some of the benefi ›