Anywhere in Ringy, if you click on a lead's phone number, it takes you into the View Lead page to see all of the necessary information pertaining to an individual lead. You can also click on a lead's response in the Inbox page to be taken to the View Lead page.
You can update the lead's contact information as seen in this screenshot by clicking on the purple pencil:
Below the lead's information is where you can enter a quote amount for the lead. When you enter in a quote amount, it will prompt you to schedule a presentation text to send to the lead in the future.
You can updates notes on a lead to refer to. To expand the notes section, drag the 2 lines in the bottom right corner of the notes section to expand / minimize this section as preferred. By default, notes will automatically save. To instead not have notes automatically save, and choose to update yourself, navigate to the Account Settings page in the left hand menu, and in the General Info section, uncheck "Auto-save my lead notes." under the Preferences section.
To call a lead on an individual basis, select "Click to Call." This populates our dialer to begin calling said lead. You can also view the lead's local time below the lead's information.
Below the click to call button, is where you can add a disposition tag to a lead. Disposition tags are set up in the Account Settings page located in the navigation bar and under the Manage Account tab. Once you click "Disposition," the list of dispositions you have on your account will appear for you to choose from. Disposition tags act as status labels that you can assign to your leads. Leads can have zero, one or multiple disposition tags. Disposition tags are a great way to organize your leads because you can filter your leads by specific disposition tags in numerous areas on the platform.
A lightning bolt beside the disposition tag identifies there is an automated action attached to the disposition tag that will trigger immediately.
The exclamation mark beside a disposition tag means leads with this disposition tag are enrolled in their own set of SMS follow up drips. You cannot assign a single lead more than 1 of these types of disposition tags at a time.
The ellipsis beside a disposition tag means leads with this disposition tag are enrolled in their own set of SMS disposition follow up drips
To the right of this information, you will find additional information on a lead and where you can add more applicable fields by choosing "+ NEW FIELD."
When you click, "+ NEW FIELD," you can enter the field name and the value as seen below. Be sure to click save.
On the far right hand side, you will find the received on date for the lead. You can edit the lead source if need be. Additionally, you can set the sale amount, commission, and cost for the lead.
Below the lead's contact information, you can view what type of phone this is i.e. a mobile number, voip, or landline. You can view the telecom carrier for the lead and view what Ringy phone number is assigned to them to call and text them with i.e. the caller ID.
In the View Lead page, you can find these four tabs on the left hand side:
The Activity Log will display any action taken on the lead including but limited to any time you have texted, called, updated notes, excluded the lead from drip messages, etc. You will find time stamps in the Activity Log as well. You are able to filter the activity log for certain actions.
The Call History tab displays any inbound and outbound calls. If you have recorded a call, you can find the recording in this tab.
The Calendar / Appts tab is where you can find any Google Calendar events you have scheduled with the lead directly. You can choose "Create Calendar Event" to schedule an event on your own Google Calendar for internal purposes. Alternatively, you can choose "Create Appointment" to book an appointment with a lead on your Ringy Appointment Booking Page.
The Meetings tab is where you can schedule a video meeting with a lead using our Scopey video meeting software. Scopey is free to use, and has screen sharing capabilities.
You will find these 3 tabs on the right hand side.
The SMS History tab is where you can view the previous text chain for reference under Conversation. At the top you will find a text box to compose any manual responses back to your lead. You can click the checkbox labeled "Upload image?" if you need to send a particular image to a lead. There is also a dropdown menu labeled "Select a preset reply" if you have saved any so you can respond back to your leads faster as opposed to typing out a text over and over. You can create preset replies by going to the Marketing page in the navigation bar, choose SMS from the dropdown, and click the Preset Replies tab.
The Send Email tab is where you can view emails you sent the lead from Ringy and compose another to send to the lead on an individual basis. There is also a dropdown menu labeled "Select a preset reply" if you have saved any so you can email a lead individually faster as opposed to composing an email from scratch every time. You can create preset replies by going to the Marketing page in the navigation bar, choose Email from the dropdown, and click the Preset Replies tab.
The Documents tab is where you can upload files to attach to a lead. It will not automatically send a document you have uploaded to a lead, but once uploaded, you can attach it to an email you send to the lead in the Send Email tab individually by choosing the paperclip icon below the email body.
On the left of a lead, you will find the purple drop down option to allow you to take certain actions on a lead.
Once selected you will find the following options to choose from:
You can choose to block or unblock a lead, mark the lead as sold or unmark a lead as sold, mark a lead as called or unmark a lead as called, and skip or unskip SMS and/or email drips. Blocking a lead prevents future outbound automated messages.
Scheduling a follow up with a lead is a great option if you simply need to call a lead back in for example, a few hours or a few months and it is not a set appointment per say.
You can schedule a verification call here if that is in your process.
Enrolling a lead in birthday texts will automatically send a text to the lead on their birthday. You can edit the birthday preset text by going to the Marketing page in the navigation bar, choose SMS from the dropdown, and under the Preset Texts tab. You will be able to identify whether a lead is enrolled in birthday texts by a birthday cake icon beside the lead's birthday listed.
Find More Phone Numbers takes you to FastPeopleSearch.com, which is a third party site to find more information pertaining to your leads including alternative phone numbers.
Choosing Google Search will search the lead's first and last name in Google on your behalf.
Select a pipeline stage should only be chosen if you wish to permanently put a lead into a particular stage on the Sales Pipeline page.
Transfer lead to agent is for supervisors with agents attached to their Ringy account to send them particular leads manually.
Deleting a lead will permanently remove the lead from your Ringy account, and this action is irreversible.