9 actions you can do quickly in HelloLeads, for any lead

Action circles in HelloLeads help you to stay in touch with your lead and to know more about your leads. Wherever you are in the lead details page, action circles allow you to make quick actions on your leads. Simple tap on each action circle triggers the predefined actions.

Here are 9 action circles that give you extra power:

  1. Call – Takes the primary contact number of the lead and dials the number
  2. SMS – Sends an SMS (customized / pre-defined) to the mobile number of your lead (SMS content can be modified in Settings > Edit SMS).
  3. Email – Triggers an instant email to your lead
  4. Website – Visit the website of the lead
  5. Location – Takes you to the precise location in Google maps, based on the address information
  6. LinkedIn – Takes you to LinkedIn page of the lead based on the linked in link in Info+
  7. WhatsApp – Helps you to send an instant WhatsApp message to the mobile number of your lead
  8. Google it – Makes a quick google search on the lead (Name+Designation+Organization)
  9. Share – Share your lead information through other applications such as WhatsApp and SMS
9 Actions using HelloLeads
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Caroline

Caroline

Caroline is the Customer Success Manager at HelloLeads. Her mission is to help start-ups and small businesses in succeeding and scaling up. She enjoys sharing her learnings with customers. Send an email to blogs@helloleads.io to reach her.

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