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LimeCall-Click2Call/Callback
  • 👋WELCOME TO LIMECALL
    • ❓What is LimeCall?
    • ✨Change Log
  • 🚀GETTING STARTED
    • 🚀Configure Your Account
      • ⬇️Step 1 | Setting Up Call Forwarding
      • ⬇️Step 2 | Install Widget
      • ⬇️Step 3 | Invite A Team Member
      • ⬇️Step 4 | Configure Notifications
      • ⬇️Step 5 | Set Personal Working Hours
      • ⬇️Step 6 | Set Business Hours
      • ⬇️Step 7 | Personalize Your Widget
      • ⬇️Step 8 | Integrate Your Calendar
  • 🔌CONNECT YOUR WIDGET
    • ⬇️Install on WordPress
    • ⬇️Install using JavaScript
    • ⬇️Install with Google Tag Manager
    • ☑️Testing Your Widget
  • 🔀SYNC CRM & APPS
    • HubSpot
    • Zapier
    • Slack
    • API
    • Google Calendar
  • 🖌️WIDGET CUSTOMIZATION
    • ⬇️How each Widget theme works
      • Comparing each Widget theme functions
      • Classic Widget
      • Smart Widget
      • Modern Widget
      • Callback Widget
      • Ultimate Widget
    • ⬇️Widget Basic Settings
    • 🆕Customize the Widget to your brand design
    • 🆕Customize the Call Button to your brand design
    • 🆕Adding / Removing Channels to your widget
    • 🆕Adding Social & External Links
  • 💡LIMECALL CONCEPTS
    • Leads
    • Contacts
    • Pipeline
    • Companies
    • Meetings
  • 🔧MANAGING PLATFORM SETTINGS
    • How to set up call forwarding
    • Routing calls to your team
    • Managing your blocked list
    • Personal Settings
    • Company Settings
    • Platform Settings
      • Calls
      • Schedules
      • Countries
      • Auto Response
      • BlackList
      • Caller ID
    • Quick Replies
    • Lead Qualification
    • Users + Teams
    • Billing
    • Integration
    • API
    • Audit Log
    • Installation
    • My Page
  • 👥MANAGING LEADS
    • Lead Management
    • Lead Qualification
    • Manually Adding A Lead
    • Lead Pipeline
    • Lead Filtering
    • Tags and Segments
  • 📔BASIC GUIDES
    • Learn the basics of LimeCall
    • Login to LimeCall
    • Start managing your first lead
    • Set up the Agent App
    • Bring people on board
    • Edit Agent profile
    • Test LimeCall with teammates and friends
    • Check out the basic tools and features
    • Set up the Widget
    • Customize the Widget
    • Add LimeCall to your website
    • Start connecting
    • Choose a plan and subscribe
    • Dive into Reports
    • Train your team
    • Go beyond basic features
  • ⁉️Q&A
    • ❓FAQs
      • General
        • What is LimeCall used for?
        • How do I activate my Free Trial?
        • Is it mandatory to verify the number?
        • Trial Activated, what next?
        • Getting Started Checklist - What is it and must I complete it?
        • What languages does LimeCall support?
        • Do I need coding experience to install LimeCall on my site?
      • Dashboard
        • Setting up your profile
        • How to add several users to one LimeCall account?
        • What is the "Customer answer rate"?
        • What is the 'Agent answer rate'?
        • Can I manage the access level of team members to my account?
        • Can I assign specific teams & users to a specific widget/site?
      • Calls
        • What is a call button?
        • What is the time limit per call?
        • How to block spam callers?
        • How to assign an incoming number?
        • How to switch off SMS notifications?
        • What are Call Settings
        • Setting Caller ID
        • Will I get a toll-free phone number from my preferred country included in the Pro Plan?
        • Receiving digital calls from your website and app (WebRTC)
      • Widget
        • Customise the appearance of the Widget's design
        • The basic settings of the Widget Display
        • How can I design my Widget Template?
        • How to set your business hours?
        • Where do messages from the LimeCall widget go?
        • Can I choose where the widget is displayed?
      • Platform
        • Can I save individual and company contacts?
        • How to check the activity of Leads?
        • How to allow Customers to schedule a Call?
        • Selecting which URL’s display your widget?
        • How to add users and teams to your Dashboard?
      • Working Hours + Availability
        • How to add business hours to reflect team availability?
        • Turning off my team's availability
    • ⚠️Troubleshooting
      • Dashboard
        • Trouble logging in?
        • Why is the widget not displaying on my website?
        • LimeCall System Status
        • Resetting your password
      • Calls
        • Outbound calls are not connecting
      • Widget
        • Why is the Widget is loading slowly on my website?
      • Troubleshooting For Admins
        • Trial is not working
        • Widget not working
        • Callback not showing on widget
        • Widget web call not working
        • Unable to make outgoing calls
        • Unable to send/receive SMS
        • Unable to purchase incoming number
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  1. LIMECALL CONCEPTS

Leads

Managing leads in LimeCall is a streamlined and efficient process, empowering you to make the most of your interactions and opportunities. Here's a guide on managing leads within LimeCall:

  1. Lead Capture:

    • Utilize LimeCall to capture leads seamlessly through Click 2 Call, Callback, and other integrated channels.

    • Integrate LimeCall with your website contact forms, external platform forms, and social media lead ads (Facebook, Google, TikTok) to capture leads from diverse sources.

  2. Instant Lead Notifications:

    • Receive instant notifications for new leads, ensuring timely awareness of potential opportunities.

    • Configure notifications to be delivered through various channels within the LimeCall app for immediate follow-up actions.

  3. Lead Qualification:

    • Leverage LimeCall's features to qualify leads instantly based on predefined criteria.

    • Distribute leads automatically to the most suitable team or representative based on factors such as geography, language, and skill.

  4. Lead Distribution:

    • Distribute leads efficiently among your team to ensure prompt and effective follow-ups.

    • Use LimeCall's lead distribution features based on availability and expertise to optimize your team's response to incoming leads.

  5. Communication and Follow-up:

    • Initiate one-touch calls directly from LimeCall, utilizing Click 2 Call to connect with leads effortlessly.

    • Schedule callbacks using LimeCall's Callback Automation, even if leads are unavailable during the initial contact, to enhance your chances of successful connections.

  6. Call Tracking:

    • Track and monitor all incoming and outgoing calls using LimeCall's call tracking features.

    • Gather valuable data such as caller ID, call duration, and call disposition to analyze and improve your overall sales process.

  7. Integration with Calendar Apps:

    • Integrate LimeCall with your calendar app (e.g., Google Calendar) to ensure that important appointments and follow-up activities are never missed by your team.

  8. Lead Management and Sharing:

    • Manage leads effortlessly from your mobile device, utilizing LimeCall's easy lead management features.

    • Share leads seamlessly among team members for collaborative efforts and comprehensive lead nurturing.

  9. Brand Showcase:

    • Customize your LimeCall widget to showcase your brand, incorporating external link placeholders to reinforce your brand identity.

  10. Support and Learning Resources:

    • Access LimeCall's support team via Live Chat for immediate assistance.

    • Explore LimeCall's Quick Tutorial to learn and master each step of the lead management process.

With LimeCall's comprehensive lead management features, you can transform your interactions into meaningful connections and drive success in your sales endeavors.

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Last updated 1 year ago

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