Tags
#crm
7 articles
leads-crm
Handing a customer to another manager without losing context
How to pass a conversation to a colleague so the customer doesn't repeat everything: what to record, how the handover reads, and who owns it afterwards.
leads-crm
CRM tags and segments for messenger sales
How to build a tagging system people actually use: how many tags you need, what principle to split them by, and how a segment differs from a tag.
leads-crm
Moving chat contacts into a CRM without losing anything
A step-by-step move from messengers into a CRM: which fields to collect, how to keep conversation context, and what to do with duplicates and gaps.
leads-crm
Lead scoring in chat: hot buyer or just curious
How to score messenger leads without complex systems: four buying-intent signals, a simple three-level scale, and the rule for who gets answered first.
leads-crm
Follow-ups in messengers: closing deals without being pushy
How to build a sequence of follow-up reminders in messengers to bring customers back to a deal and stop losing leads to silence.
leads-crm
Sales pipeline stages for messengers: how to build your pipeline
What stages a messenger sales pipeline needs and how to set them up in a CRM so you see the status of every deal and never lose leads.
leads-crm
Leads and CRM for Messengers: How Not to Lose Leads
How not to lose leads from social media: why leads slip away, which deal stages to track, and when to move from manual handling to a CRM for messengers.