{"id":267,"date":"2023-06-21T16:14:36","date_gmt":"2023-06-21T16:14:36","guid":{"rendered":"https:\/\/teamjuncture.com\/edu\/?post_type=lesson&p=267"},"modified":"2023-06-21T16:15:27","modified_gmt":"2023-06-21T16:15:27","slug":"working-with-clients-in-clientbay","status":"publish","type":"lesson","link":"https:\/\/teamjuncture.com\/edu\/lesson\/working-with-clients-in-clientbay\/","title":{"rendered":"Working With Clients In ClientBay"},"content":{"rendered":"

You can see all of your contacts and leads details information by going to\u00a0Contacts -> My Contacts\/Leads.<\/b>\u00a0Your account will default and display all of your\u00a0Contacts\/Leads<\/b>\u00a0but you can filter this view to show only your\u00a0Contacts<\/b>\u00a0or only your\u00a0Leads\u00a0<\/b>via the tabs along the top of this page.\u00a0<\/b>You can do quick actions directly on this main contact dashboard with the three dot action button associated with an individual contact or lead, and you can also click on the contact name to see more details about that contact\/lead.<\/p>\n

Details Page:<\/b><\/h1>\n

On this main\u00a0Details<\/b>\u00a0page, you will see all of the information you have for this contact\/lead. You can add\/update\/remove any information here (always make sure you click\u00a0Save<\/b>). This is where you can add contacts that you are frequently contacting so that you can have quick access to them.<\/p>\n


\nTo add a contact as a favorite open the contact you wish to add and click on the\u00a0star<\/b>\u00a0next to their initials and press Save. This will fill the star in orange and add the contact to your favorites list. Once you are done editing the contact, click\u00a0Save.\u00a0<\/b>Once the contact is a\u00a0Favorite,<\/b>\u00a0you can quickly message or edit that contact directly from your main\u00a0Home<\/b>\u00a0dashboard.<\/span><\/p>\n

Add a Contact Source and Status:<\/b><\/h1>\n

Add a contact source and status to keep track of how\/where you know this contact from and also, where this contact is in the buying\/selling process.<\/p>\n

    \n
  • Scroll\/search for the contact you would like to add a status and source to.<\/li>\n
  • Click on the contact<\/li>\n
  • The first section is Basic Info.<\/b> This is where you can identify the lead source and status of the contact.<\/li>\n
  • To change the lead source, type the source: where and how do you know this contact from.<\/li>\n
  • To change the lead status, click the circle arrows next to the status. You have to choose from the status options that your company has set up.<\/li>\n<\/ul>\n

    Choose the new status from the drop down menu. Add notes for the client and click\u00a0Save.<\/b><\/p>\n

    \"\"<\/p>\n

    Schedule a Follow-Up:<\/span><\/h1>\n

    Scroll\/search for the contact\/lead you would like to add a follow-up to.\u00a0<\/span><\/p>\n

      \n
    • \n

      Click on the contact to open the <\/span>Details<\/span> page.\u00a0<\/span><\/p>\n<\/li>\n

    • \n

      Click \u201c<\/span>Schedule Follow-Up.\u201d<\/span><\/p>\n<\/li>\n

    • \n

      Enter in all of the information you need for the follow-up, including the name\/date\/description.\u00a0<\/span><\/p>\n<\/li>\n<\/ul>\n

      Click\u00a0<\/span>Schedule<\/span>\u00a0and the follow-up action will automatically add to your to-do list on your main\u00a0<\/span>Home\u00a0<\/span>dashboard when it is within 7-14 days to be completed.<\/span><\/p>\n

      \"\"<\/p>\n

      Attach an Action Plan:<\/span><\/h1>\n

      Scroll\/search for the contact\/lead you would like to attach an\u00a0<\/span>Action Plan\u00a0<\/span>to. You can attach an Action Plan in two ways: on the main contact details page, select the hamburger button on Action Plans and select\u00a0<\/span>\u201cAdd Action Plan.\u201d\u00a0<\/span>Or click on the\u00a0<\/span>Actions<\/span>\u00a0tab and click\u00a0<\/span>+Add<\/span>\u00a0on the right-hand side of your screen. Choose the Action Plan that you would like to add to the customer by checking the box next to the plan. Click\u00a0<\/span>Save<\/span>. Now all of the actions included in that action plan will be attached to your contact\/lead.<\/span><\/p>\n

      \"\"<\/p>\n

      Add to a Campaign:\u00a0<\/span><\/h1>\n

      Scroll\/search for the contact\/lead that you would like to add to a campaign.\u00a0<\/span><\/p>\n

        \n
      • \n

        Click the the hamburger button to the right of the contact\/lead and select <\/span>Add to Campaign<\/span><\/p>\n<\/li>\n

      • \n

        This will open the available campaigns. Choose the campaign(s) you would like to add the client to by checking the box next to the campaign(s).\u00a0<\/span><\/p>\n<\/li>\n

      • \n

        Click <\/span>Save<\/span><\/p>\n<\/li>\n<\/ul>\n

        You can also add a customer to a campaign from the contact details page. Once you have clicked into that contact\/lead and are on the\u00a0<\/span>Details<\/span>\u00a0page, scroll down to find the\u00a0<\/span>Campaigns<\/span>\u00a0section. Select the hamburger button and\u00a0<\/span>Add to Campaign.<\/span><\/p>\n

        \"\"<\/p>\n

        Add Notes:\u00a0<\/span><\/h1>\n

        Scroll\/search for the contact you would like to add notes to. Click the contact name to open the\u00a0<\/span>Details\u00a0<\/span>page.\u00a0<\/span><\/p>\n

          \n
        • \n

          Scroll down until you see the <\/span>Notes<\/span> section.<\/span><\/p>\n<\/li>\n

        • \n

          Click the <\/span>+ <\/span>button and start typing in your notes.\u00a0<\/span><\/p>\n<\/li>\n

        • \n

          Click <\/span>Save&Close<\/span><\/p>\n<\/li>\n

        • \n

          Edit\/delete and keep track of all of your notes for this contact\/lead.<\/span><\/p>\n<\/li>\n

        • \n

          All notes are saved below or in the history tab for the client.<\/span><\/p>\n<\/li>\n<\/ul>\n

          \"\"<\/p>\n

          Contact Activity:\u00a0<\/span><\/h1>\n

          As your contacts respond to your emails, campaigns, and portals they will be given an activity score. You can see the activity score for a client on your main\u00a0<\/span>Home\u00a0<\/span>dashboard, on the main\u00a0<\/span>Contact<\/span>\u00a0dashboard, or by opening up the contact\u00a0<\/span>Details<\/span>\u00a0page.\u00a0<\/span><\/p>\n

            \n
          • \n

            Scroll\/search for the contact you would like to view.<\/span><\/p>\n<\/li>\n

          • \n

            Click on the contact to open the edit screen.<\/span><\/p>\n<\/li>\n

          • \n

            About halfway down the main profile page on the right hand side of the screen you will see a section called <\/span>Contact Activities.\u00a0<\/span><\/p>\n<\/li>\n

          • \n

            Each activity will show the total as well as the last active date.<\/span><\/p>\n<\/li>\n

          • \n

            You can use the score to determine the stage of the sales process the client is in the higher the score the closer they are to the sales time frame<\/span><\/p>\n<\/li>\n<\/ul>\n

            \"\"<\/p>\n

            Using the Social Profiles:<\/span><\/h1>\n

            You can use the social profile tool for contacts or leads. Social media is a great way to do several things: Check in on clients; connect with potential leads; interact online with leads and contacts.<\/span><\/p>\n

              \n
            • \n

              Scoll\/search for the contact you would like to view.<\/span><\/p>\n<\/li>\n

            • \n

              Click on the contact to open the edit screen.<\/span><\/p>\n<\/li>\n

            • \n

              Scroll down until you see the <\/span>Social Media<\/span> section.\u00a0<\/span><\/p>\n<\/li>\n

            • \n

              If no information shows, click <\/span>Check Profile<\/span>.<\/span><\/p>\n<\/li>\n

            • \n

              If the information is incorrect, click <\/span>Mark as Invalid.<\/span><\/p>\n<\/li>\n

            • \n

              All social links that are associated with the email you have entered for the client will show and are live links<\/span><\/p>\n<\/li>\n<\/ul>\n

              \"\"<\/p>\n

              Add Files:\u00a0<\/span><\/h1>\n

              You can add files to a customer from the customer edit screen.\u00a0<\/span><\/p>\n

                \n
              • \n

                Scroll\/search for the customer you want to add files to.\u00a0<\/span><\/p>\n<\/li>\n

              • \n

                Click on the <\/span>Attachments<\/span> tab.<\/span><\/p>\n<\/li>\n

              • \n

                Click <\/span>+Folder<\/span> or <\/span>Upload a File.<\/span><\/p>\n<\/li>\n

              • \n

                Once the file is uploaded it will automatically attach to the client. <\/span><\/p>\n<\/li>\n<\/ul>\n

                \"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

                You can see all of your contacts and leads details information by going to\u00a0Contacts -> My Contacts\/Leads.\u00a0Your account will default and display all of your\u00a0Contacts\/Leads\u00a0but you can filter this view to show only your\u00a0Contacts\u00a0or only your\u00a0Leads\u00a0via the tabs along the top of this page.\u00a0You can do quick actions directly on this main contact dashboard with […]<\/p>\n","protected":false},"author":1,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pmpro_default_level":""},"_links":{"self":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/267"}],"collection":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson"}],"about":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/types\/lesson"}],"author":[{"embeddable":true,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/comments?post=267"}],"version-history":[{"count":1,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/267\/revisions"}],"predecessor-version":[{"id":276,"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/lesson\/267\/revisions\/276"}],"wp:attachment":[{"href":"https:\/\/teamjuncture.com\/edu\/wp-json\/wp\/v2\/media?parent=267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}