Melissa Phuaphaiboonwang

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Activity overview

Latest activity by Melissa Phuaphaiboonwang
  • Melissa Phuaphaiboonwang created an article,

    Account

    Only the super manager can edit, amend and update the account. The project manager would be able only view the account page. To navigate to the Account page, you will need to go manager portal, cli...

  • Melissa Phuaphaiboonwang created an article,

    Meetups

    The meetup tag is only used when the face to face meeting happens between lead and salesperson either in the sales gallery, event, exhibition, open day, roadshow and etc. ❂ The meetup tag makes it ...

  • Melissa Phuaphaiboonwang created an article,

    Lead and Action Statuses

    Lead and action statuses are the list of options available for the salesperson to choose after an action has been taken by a salesperson for a lead. This option should be chosen by salesperson as a...

  • Melissa Phuaphaiboonwang created an article,

    CandyNumber

    CandyNumber is a virtual number that you can use on your physical ads. It routes the number of the caller immediately to SalesCandy to make sure that the lead is attended accordingly.  This enables...

  • Melissa Phuaphaiboonwang created an article,

    CandyMail

    CandyMail is an email address added to the client landing page, website and google form that captures information of lead submitted. Also, it serves as a backup for lead sources that currently usin...

  • Melissa Phuaphaiboonwang created an article,

    Sales Team

    Once you have created the salesperson accesses, you will need to add the respective salesperson to a sales team in order to receive the leads.  Add to Sales Team ▧ Go to the 'Sales Team' section un...