Telesales

This is a module that manages all leads registered from Ladipage associated with Form Option.

For leads coming in from Form options or a Ladipage linked to form options, how do you know if those leads have been processed or not? How do you assign results to a lead after performing the task? Let's find out some features on the Telesales module of the Nobita system.

1. Automatically assign tags when creating an order, filter view by the customer tags.

With so many leads pouring into the system from form options or ladipage, this will make it difficult for you to review the leads that have not been created an order to process. Understanding that difficulty, Nobita system integrates an auto-assigning feature when creating orders, that means, as soon as you create an order, that lead will automatically assign a customer tag, from which you can filter the orders already up by the customer tags.

(1) Create the customer tags. (Please refer to section Setup >> Category >> Assign Tags for instructions).

(2) Filter the lead list >> Save filter (The filter Except for customer tags means that you don't want the customers with those tags to be shown on the list).

(3) Create the process to auto- assigning tags when creating an order. Please go to Nobi Automation >> Automated Customer Care >> Add process.

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So after completing the above setup, which leads have placed an order, the system will automatically assign a tag to that lead as "Ordered". From there, you can easily filter the leads with or without the order to process.

If you don't want the system to automatically assign customer tags, you can also manually assign tags to the leads as below:

2. Receive leads.

In the "Lead Management" section, you have been guided to configure the lead split.

In case of the configuration of self-receiving leads: In the Telesales interface, you will see a "Receive Leads" button. And the number of leads you receive will be equal to the number of leads you have set up in the self-receiving configuration.

Note: After receiving the lead, if the number of leads you have received is enough as in the configuration -> The button to receive the lead will be hidden. If you have not received enough leads, you will be received again, so there will be leads pouring in and receiving until they have enough.

So when will you continue to receive new leads??? If one of the following conditions is met, you will receive a new lead:

• Lead has failed results, lost from lead.

• Lead has successful results, lost from lead

• Lead timed out, being re-called

At this point, the number of leads accumulated in the list will be equal to the number of leads you have set up in the configuration.

In the case of automatic divide lead: Leads will be divided after a period of 1 minute when the user saves the lead divide configuration. Leads will be divided until there are no leads left in lead management.

Leads will automatically divide according to the priority configuration that you have set up in the lead divide configuration.

3. Assign the results for leads.

Each lead you receive has a default task, after performing the task on the lead, you will assign the result to the lead corresponding to that task.

• See the Tasks/Results setup guide

In case the lead has a successful/closed result, the system will automatically display an "order" button for you to place an order immediately for the lead.

In case of assigning the wrong results, you can click on the assigned result, select "Agree" to return to the previous task to reassign the results.

In case the lead result has the next task, that task will be displayed and executed after the number of minutes you set. (Note section 4).

4. Change/skip the execution time of the task.

Although the execution time has been set for the task, you can still change or skip the task execution time.

(1) Click the edit button‌

(2) In the performance time box, you can edit the time or click the (X) to delete the time. Then click "Update".