Leads Management
How to enable WhatsApp & On-site alerts for new leads?
To ensure every lead is contacted as quickly as possible, it's important to set up alerts whenever you receive a new lead.
With Refrens, you can set up WhatsApp and on-site alerts to quickly get notified whenever -
A team member adds a new lead
You receive a new lead on your lead capture form
Someone contacts you through your Refrens Profile
WhatsApp Alerts:PopularHow to identify and mark duplicate leads?
Duplicate leads can clutter your database, slow down your sales process, and cause confusion within your team. By identifying and marking duplicates, you can streamline your lead management, ensuring your team focuses on genuine opportunities.
Let's see how you can efficiently manage duplicate leads on Refrens.
1. Enable Lead DuplicationBefore you can identify duplicate leads, you need to enable the lead duplication feature from Business Settings Lead Management System Lead DuplicatioFew readersOverview of Refrens Sales CRM
Few readersAdd Custom Variables to email templates on Refrens
Email templates help you send emails quickly and keep your communication consistent. Let's see how you can choose, customize, and manage email templates for future use.
1) Choosing From Default Email TemplatesWhile sending an email to a lead, you will have an option called “Email Template”. In this dropdown, you will see the list of default templates as shown below:
Depending on the reason you are writing the email, you can select the relevant template. As you see above, the text for theFew readersHow to Add Leads on Refrens?
Few readersHow to upload leads in Bulk?
If you are migrating your leads data from an Excel spreadsheet or from a sales CRM system, you can use the "Bulk Upload" feature to upload all these leads to Refrens quickly through a CSV file.
Let's see how:
To upload leads in bulk, you need to first decide which pipeline you want the leads to go into.
For example, I want to upload leads in my first sales pipeline. I can do that by clicking on the "viewFew readersHow to Delete Lead?
If you want to get rid of junk or duplicate leads from your system, you can simply delete them from your Refrens account.
Let’s see how to do this.
Step 1: Go to Sales CRM All Leads / All Pipelines
You can either go to Sales CRM All Leads OR go to the pipeline from which you want to delete the leads.
Step 2: Select the leads you want to delete
Select all the leadsFew readersHow to Manage Leads Seamlessly on Refrens?
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Lead Capture Forms
How to create a Lead Collection Form?
Refrens' Lead collection forms help you automate lead capture from your website, social media, and any other platforms.
Our customization options ensure that you collect all the data you need while keeping it clean and organized.
Let's see how you can quickly create forms on Refrens:
Step 1: Navigate to the forms section
Firstly, go to Sales CRM Forms from your sidebar. In the top right corner, click on "CreateFeaturedHow to delete a Form in Refrens
How to delete a Refrens Form?FeaturedUsing Country codes instead of Flags in Forms
While adding a Phone Number field in forms, you will see an option called "Use Country Codes Instead of Flags":
Why and when should you enable this option?
By default, (i.e. when the "Use Country Code.." option is not enabled) the phone number dropdown will show flags only:
(https://storage.crisp.chat/users/helpdesk/website/85d19ac067565000/66adf018-7c67-47ec-95cc-5edbFew readersEmbed form to website to capture leads
Publishing lead capture forms on your website is a great way to automatically capture leads and streamline your lead management process. With Refrens, you can create forms that can be used to capture leads from your website, social media, and other platforms directly into the system.
With Refrens’ lead capture forms, you can -
Automatically capture leads: You can create forms that can be embedded on your website, and linked to your social media ads and other platforms.
Share forms via aFew readersLead Management
In our latest update, we have rolled out a set of new features that will make your lead management process way more efficient. These include - different sales pipelines for different products & services, assigning stages to leads, adding custom fields, and adding labels. We will go into the details of each of these features to show you how you can use them to manage your leads efficiently.
Creating Different Sales Pipelines
frame (https://www.youtube.com/embed/caLC9fgq3pM?&list=UULFdPunPEaFew readers
