Mastering Lead Management in LeadDec: A Comprehensive Guide to the Contact Section
Welcome back to LeadDec! In this guide, we'll explore the Contact section, your hub for managing and engaging with leads effectively. Whether you're a seasoned user or just getting started, this comprehensive walkthrough will help you harness the full potential of LeadDec's Contact features.
Navigating the Contact Section
Upon clicking on the Contact tab, you'll access a comprehensive list of all the contacts stored in your LeadDec account. If you're new and have no contacts yet, don't worry; contacts are automatically added from various sources such as Facebook messages, Instagram messages, text messages, and emails.
Adding Information and Managing Contacts
Each contact entry displays essential details such as name, phone number, email, creation date, and last activity. Clicking into a contact allows you to fill in additional information such as email, phone, date of birth, and more. You can also initiate conversations, view activity history, set tasks, add notes, and schedule appointments right from the Contact section.
Automating Workflows and Engaging Leads
LeadDec empowers you to automate workflows and engage leads seamlessly. By clicking on the "Automation" button, you can add contacts to specific automations tailored to their needs, ensuring personalized follow-ups and timely communication.
Advanced Features and Bulk Actions
Explore advanced features like sending SMS, emails, and review requests to selected contacts with just a few clicks. Additionally, you can filter contacts by tags, join dates, or landing pages visited to streamline your lead management process further. Utilize bulk actions to export/import contacts, create smart lists, and perform various tasks efficiently.
Creating Smart Lists and Organizing Leads
Organize your leads by creating smart lists based on specific criteria such as tags, join dates, or landing pages visited. This allows you to segment your contacts effectively and tailor your communication strategy accordingly.