Website leads in VIA; how to action and mark leads as actioned

Article - 814284801

10:48, 17 May 2024

When you login to VIA, the Website Actions tile will show you all of your leads which haven’t yet been marked as actioned.

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Clicking the underlined message will show you all of the unactioned leads with all of the key information you need.

Please note, you have the option to see all leads, or lock down the leads so users only see leads relevant to their branch. View this article How to manage the leads that users can see/access in VIA to find out how to manage who sees what leads in VIA.

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Simply right click the lead from the list and select Action Lead. This will then mark the lead as actioned and record who actioned the lead within the lead report with a time/date stamp.

If you are using our Lead Manager or CRM Edition software, you will also have the option of recording a note against the contact and setting a review date.

Your upcoming reviews and actions will then also be displayed on your VIA dashboard for you to easily follow up with your contacts.

FAQs

How do I see this information?

Simply login to VIA. The Website Actions notification will be on your home screen/dashboard

Who’s see’s what leads?

How do I action the lead?

Right click the relevant lead and click Action Lead

What if I want my staff to access this lead information but I won’t want them editing the website?

Can I see a report of all of my leads?

If you are using Lead Manager or CRM Edition software then yes.

Related Articles:

How to manage the leads that users can see/access in VIA

Changing which email address your website leads go to


Article ID: 814284801
Link: https://webdadi.atlassian.net/wiki/spaces/PKB/pages/814284801