A volte c’è la necessità di aggiungere manualmente un contatto o un cliente all’interno di ConversionControl per poterlo gestire e fare azioni commerciali future. Per aggiungere manualmente un contatto, prima di tutto bisogna selezionare la voce CRM>Contacts dal menù a sinistra. Sotto ai filtri sulla destra dovrebbe comparire un bottone blu con scritto “+ Add […]
Category: General
How to visualize unassigned contacts in ConversionControl
From the Administrator account, you can filter all unassigned contacts to find eventual anomalies in the assignment settings. Making sure all the contacts with a telephone number are assigned to your agents is trivial for sales, welcome and customer care operations. And, since we are paying for those contacts, it is very important to ensure […]
What exactly are ConversionControl “Projects”?
In ConversionControl a Project is a container for all the elements that generate aggregate data from a single project. Traditionally, marketing softwares use the term “campaign”, but we think that project is a more appropriate term: an example for a project could be an event, a specific product, a webinar and every project that can […]
ConversionControl Activation Procedures for New Customers
What to do in order to start using ConversionControl by configuring it correctly. Please click the links to read the each procedure in details: – Connect the funnels from ClickFunnels and receive contacts – Creation of agents, request type and automatic assignment of contacts for processing – Creation and configuration of projects