How to View Interactions With a Lead
Tracking interactions with your leads is essential for effective customer relationship management. In Fivegrid, you can easily view all the communications sent to a lead, including WhatsApp messages and other touchpoints. This guide will walk you through the steps to access these interactions effortlessly.
Step 1: Log In to Your Fivegrid Account
Use your credentials to log into the Fivegrid dashboard.
Ensure you have the necessary permissions to access lead details.
Step 2: Navigate to the "Boards" Section
Click on the "Boards" tab from the main dashboard.
Select the specific board where your lead is listed.
Step 3: Locate the Lead
Use the search bar or filters to find the lead you want to review.
Click on the lead's name to open their profile.
Step 4: Access the Interactions Tab
Inside the lead's profile, find and click on the "Interactions" or "Activity Log" tab.
This section displays a timeline of all communication activities related to the lead.
Step 5: Review the Communication History
WhatsApp Messages: View messages sent, delivery status, and replies.
Notes and Calls: See follow-up notes, call logs, and reminders.
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