A simple pipeline for the people your agent captured, from first contact to won or lost.
Every time the agent captures someone's details, they become a lead. The Leads board is a lightweight CRM for working those leads without leaving Hey Support. Open Leads from the top navigation.
The pipeline
Leads sit in a board with five stages you drag them through:
- New
- Contacted
- Qualified
- Converted
- Lost
Move a lead as you work it. The board gives you an at-a-glance view of where everyone is.
A lead's details
Open a lead to see everything about it, across a few tabs:
- Chat is the conversation the lead came from, so you have the full context.
- Details holds their name, email, phone, company, intent, source, and when they were captured.
- Notes is for your internal notes about the lead.
- Tasks tracks follow-ups.
- Activity is the history of what happened with this lead.
Adding a lead by hand
Most leads arrive on their own from conversations. If you take one over the phone or by email, add it with Add lead and fill in the details yourself.
Turning capture on
Sales lead capture is on by default, collecting name and email. Choose which fields to collect (or turn it off) in Capabilities.