You can use Collect.chat dashboard as a mini CRM using the status field in Responses.
If you go to Results > Responses, you will see a column, Status at the far right. For every lead that comes in via the bot, you can set the status as either New, Pending or Done.
| Status | Purpose |
|---|---|
| New | For a fresh lead |
| Pending | If your team is working on the lead |
| Done | If you have closed the deal |
If you want us to improve the CRM functionalities or have feedback, please share them here.
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