How To Use Categories
Categories are tags which you can set to companies to help you manage and organise your visitors for a clean dashboard appearance and multiple actions. Organisation/Appearance By categorising visitors, it quickly adds context to your visitor display and allows all users to identify and understand relevant opportunities (or to dismiss non-relevant ones) clearly. (https://Few readersHow To Create And Set A Category
Creating Categories Your 'Categories Hub' is located within the Settings dropdown of your Dashboard. And this is where all of your Categories can be created, managed and amended. Category Topic Ideas Customer Competitor Lead Prospect Follow-Up Partnership Opportunity Marketing 'Name of UseFew readersHow To Send A Lead
On the Visitors Page, within the Visitor Table, you will find the action to Send Lead. This feature packages all of the important contact information from a specific company visit and allows you to instantly deliver a Lead Alert Email to the most appropriate person in your organisation to take action. Send Lead 1. Go to Your Visitors, located within the Visitor Page. (https://storage.crisp.chat/users/helpdesk/website/85b0d622276d8800/8eecb70a-e04c-4859-8cb8-88494b1Few readers