Inbound contact
An attempt to contact a customer wonāt always be successful. But Martin ensures that the customer knows you are trying via automated SMSā and this will often prompt a response from them. We call these āInboundā contacts and they also need to be tracked, outcomes captured and the appropriate next steps triggered in the workflow.
Recording inbound contact
Inbound contact includes when the client has contacted you via
- Phone
- SMS
- Visiting in person
To record inbound contact, open the relevant lead and follow these steps:
1. Press the āinboundā button
2. Select the inbound contact method that was used
3. Record the outcome (See 6.1 Recording Outcomes for information)
4. Set up the next action.
