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Содержание:

Table of Contents

The customer card contains basic information about your subscribers. You can open a customer card from any page where there is a list of subscribers (for example, CRM, Chats, and so on). To do this you need to click on this button

List of Customer Card sections

  1. General information about the client

  2. Subscription history (list of tunnels, LGT)

  3. Customer order history

  4. Sales plans in which the client is located

  5. Tasks of the manager for this client

  6. List of telephone calls made by the manager to the client

  7. List of webinars attended by the client

  8. A tab through which you can combine several different (including manual) user subscriptions into one person.

Quick access customer card

This type of Client Card contains basic client data. Available in the Chats section, as well as in other sections where the client card is available.

  1. Client avatar

  2. Client name

  3. Geolocation (coming soon)

  4. Tags assigned to this client

  5. Client task window

  6. Phone number

  7. Email address

  8. Adding a custom field. More details

  9. Manager's comments on this client (maximum 240 characters per comment). You can also add files to comments by clicking on the paperclip.

  10. Removing a Customer Card

  11. Close Customer Card

detailed information

  1. Avatar of the person installed in the messenger

  2. Nickname of the user that is installed in the messenger

  3. gender (the gender is automatically pulled up from FB and VK, for Telegram and Viber and other communication channels you can determine the gender manually)

  4. Goelocation (coming soon)

  5. Setting the time zone manually

  6. Select gender (for messenger subscribers who do not transmit gender)

  7. Add tag field

  8. Client name edit field

  9. email address placement field

  10. telephone number field

  11. Custom fields (user fields) More details

  12. The communication channel through which the user is subscribed.

  13. A button to go to chat with a user from a specific communication channel. In our case - telegram. The chat opens in a new browser tab.

  14. Button to add a specific communication channel to the archive

  15. Button to add a communication channel.

  16. Getcourse email. ByField, which allows you to change the email address to which access to training materials will be opened for repeated payments.

  1. Communication channel email

  2. SMS communication channel

  3. Connection selection

  4. Choosing a bot

  5. Button to create a new communication channel.

Subscription history

In this section you can see which tunnels the client is subscribed to. Subscribe to new required tunnels. Unsubscribe from irrelevant tunnels and/or branches.

  1. field for selecting the connection for which you want to view the subscription history

  2. field for specifying the name of the tunnel in order to sign a person manually

  3. block name field

  4. button to subscribe to the selected tunnel

  5. a field where the name of the tunnel to which the user is subscribed is indicated; when you click on the down arrow, additional information opens

  6. information about LHT to which the user is subscribed

  7. tunnel unsubscribe button

История заказов

  1. Information about customer orders;

  2. The total amount of payments made by this client;

  3. Ability to check the error code if payment is unsuccessful;

  4. Ability to confirm Manual payment;

  5. Add manual payment via customer card. More about manual payments

  6. Order switch for managing recurrent items. Makes it possible to open and manage recurring orders directly from the customer card, without going to Orders and Sales.

Sales plans

  1. Adding to the Sales Plan

  2. List of Sales Plans in which this subscriber is included

Tasks

  1. Adding a new task

  2. Description of tasks

  3. Task status

  4. Displaying current tasks

  5. Displaying past tasks

Phone calls

In this section you can see a list of calls made to a given client via telephony on the platform, and even listen to them. It is also possible to download a recording of the call.

Webinars

In the “Webinars” section you can see all the webinars attended by the subscriber. Information about the beginning, interval and duration of viewing is also available.

Merge

On this tab you can combine several different communication channels into one person.

By entering your name, email or phone number in the search bar, you will be shown a drop-down menu with subscriptions that match the search query. Having selected the required account, a table will open in front of you, where the data of the first subscription will be shown on the left, the data of the second, which you found through a search, will be shown on the right, and the data that will be displayed for the person after merging is shown in the middle. You can move information to the center column using the switch.

1 - information about the account whose client card you have open

2 - information that will be displayed in the client card after the merger

3 - information from the subscription that you selected through the search for combining

4 - button to move data from the column on the right to the central one, which will be displayed in the client card after merging.

After you have provided all the necessary information, click on the Merge button at the bottom of the table.

1 - communication channels that will be combined for one person

2 - Merge button

3 - cancel action button

Client logs

In the “Logs” tab you can view a list of all client actions on the http://Leeloo.ai platform.

В нее записываться и отображаются следующие действия:

  1. Звонок

  2. Подписка и отписка

  3. Успешная и проваленная оплата

  4. Создание, выполнение, перенос задачи

  5. Заказ

  6. Добавление в план продаж

  7. Просмотр вебинара

  8. Мембершип

  9. Объединение двух профилей

  10. Добавление и удаление тега

  11. Создание имейл и смс аккаунта

  12. Заполнение пользовательского поля

  13. Передача сделки в AMO CRM

  14. Передача контакта в AMO CRM

  15. Добавление и удаление из архива

  16. Создание и удаление аккаунта

  17. Посещение сайта

  18. Добавление комментария