This SOP outlines the steps to effectively use the Consolidated Inbox feature in First Up CRM for managing communications with leads and customers.

Key Steps

 

1. Accessing the CRM Dashboard 0:00

• Log in to the First Up CRM.
• The first screen you will see is the dashboard.

 

2. Navigating to Conversations Module 0:09

• Click on the ‘Conversations’ tab to access the Consolidated Inbox.

 

3. Understanding the Inbox Features 0:28

• The Consolidated Inbox displays:
  • Inbound and outbound messages.
  • Conversations from various sources:
    • SMS
    • WhatsApp
    • Facebook Messenger
    • Instagram DM
    • Email
    • Missed calls and voicemails
    • Chat widget

 

4. Viewing Lead Information 0:55

• In the inbox, you can view:
  • Contact information (phone number, email).
  • Appointments and opportunity cards (if available).

 

5. Managing Tasks and Notes 1:26

• You can:
  • View and manage tasks related to leads.
  • Take notes directly within the inbox.

 

6. Wrapping Up with New Leads 1:42

• For new leads, you can:
  • Attempt to make contact.
  • Document interactions.
  • Ensure accurate record-keeping for stats automatically.

Cautionary Notes

• Move the lead in the pipeline or use the Initial Contact Outcome field.
• Be aware of privacy regulations when handling customer information.

Tips for Efficiency

• Regularly check the Consolidated Inbox to stay updated on all communications.
• Use the note-taking feature to keep track of important details during conversations.
• Familiarize yourself with the various messaging platforms integrated into the CRM for quicker responses.