How Owners Receive WhatsApp Alerts for Lead Followup
Efficient follow-ups are essential for effective lead management. In Fivegrid, owners can receive timely WhatsApp alerts for reminder notes, ensuring they never miss a critical follow-up. This guide explains how the process works and how to optimize it for your workflow.
WhatsApp alerts in Fivegrid are automated notifications sent to the assigned owner when a reminder note is due. These reminders help streamline communication, reduce missed follow-ups, and improve overall productivity.
How WhatsApp Alerts Work
Step 1: Log Into Fivegrid
Start by logging into your Fivegrid account using your credentials.
Step 2: Create a Reminder Note
Navigate to the specific lead in the "Boards" section.
Click on the lead to open its details.
Select "Add Reminder" or "Note" to create a follow-up reminder.
Enter the follow-up details, including the date and time for the reminder.
Step 3: Assign the Owner
Ensure the lead has an assigned owner.
The assigned owner will automatically be linked to the reminder note.
Step 4: Trigger WhatsApp Alerts
When the reminder time arrives, Fivegrid automatically sends a WhatsApp alert to the owner.
The alert includes:
Lead Name: Identifies the contact.
Reminder Details: Displays the follow-up message.
Action Links (if applicable): Direct links to the lead or task.
Step 5: Owner Receives Notification
The owner receives the WhatsApp alert in real-time.
The message serves as a prompt to follow up with the lead immediately.
Best Practices for Effective Follow-Ups
Write concise and actionable notes.
Schedule reminders during optimal contact hours.
Keep details current for personalized follow-ups.
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