Finding customers with Snappy Front Desk · Lesson 5 of 5

When a firm answers

1:16 · Captions: English, Arabic, French and Chinese.

Replies usually land in one person's inbox, and the story behind them is lost. In this lesson, a firm writes to Harbour Gate — and Yusuf has everything in one place.

What you'll learn

  • See enquiries and replies in one place
  • Know who's who
  • Take it from here

Step by step

  1. The enquiry — A business set-up firm has sent an enquiry on WhatsApp. Snappy answers for Harbour Gate until Yusuf takes over.
  2. Already a lead — Above the conversation: this is a new enquiry, and it's already in Leads.
  3. In Leads — In Leads, every firm Harbour Gate is talking to — from a campaign, or writing in on its own — with its stage and the last thing that happened.
  4. Yusuf takes it — He opens its record and makes himself the owner, then writes the next step for the team: a call this week. One save, and everyone working on it sees who has it and what comes next.
  5. One record — The same record opens from the inbox and from Leads — one place for everything about this firm.

That's finding customers on SnapLedger: say who you want, see real firms and why they fit, test your first e-mail on yourself, and answer every reply from one place. Start your free trial at snap-ledger.ai.