Help CenterConversations & Leads
Triage conversations, read lead detail, and understand scoring and phases.
By Sasha from ChatSan · 6 articles- Conversation TableTriage and prioritize leads
- Individual ConversationReview one lead in detail
- Lead ScoringHow ChatSan rates every lead
- Conversation HandoffTake over a lead from ChatSan
- Filter ConversationsNarrow and sort the table by creator, period, status, phase, and score
- Qualified Lead AlertThe email when a lead is ready