Free leads
After the client fills out the general form on the site, his application goes to the «Free leads» section in the ChatApp Personal Account.
1. To view free leads, go to the «Leads» section.
2. Go to «Free Leads».
3. To learn more about the application, click on the button «Detail». If you want to take the application to work, click on the button «Take to work».
- After the Partner has accepted the application for work, it goes into the leads of this Partner.
- All further work with the application is carried out in the section «My leads».
My leads
When your client leaves an application for implementation from a specific Partner via filling out the form, his application goes to the «My leads» section in the Personal Account of the selected Partner .
1. To view information, go to the «Leads» section.
2. Go to «My Leads».
- Click on the «Detail» button to work with the Lead.
- You can select «Status» of the Lead, leave a «Comment», and also «Release» the lead
My clients
1. To view the list of clients, go to your ChatApp Personal Account and select «Clients» in the left side menu.
2. Select the «My Clients» section.
- All the necessary contacts of the client, as well as his status, will be presented in a summary table in the «My clients» section.
- Each created or invited client will be reflected in this table.
