Welcome to the Communications Portal, your go-to hub for connecting with leads and team members in FIG Booking Software. This feature empowers you to communicate seamlessly, whether through chat, phone calls (with the right integration), generating quotes, or sending emails and SMS. In this guide, we'll delve into the basics and explore the elements you'll encounter in the Communications Portal.
Getting Started
At the top of the portal, you'll find a handy search bar to locate existing leads or accounts quickly. If you're initiating the conversation, the pencil icon is your starting point. Here, you have three options: Account, Lead, or Anonymous.
Account and Leads
Account: Displays a list of registered accounts for easy selection.
Lead: Provides a list of existing leads to choose from.
Anonymous Option
Allows you to initiate contact with anyone outside the platform by entering their email address or phone number.
Filters for Efficient Communication
In addition to the pencil icon, discover filters that help you organize your communications effortlessly. Filter messages based on:
Message Type: Choose between Account, Lead, or Anonymous messages to streamline your communication workflow.
Message Status: Filter messages based on their status, whether they are Unread, Read, Archived, or marked as Spam, ensuring you stay organized and responsive to all communications.
Inside the Conversation
Once you're engaged in a conversation, you'll find a wealth of tools and information at your fingertips.
Lead or Account Info
Toggle to view essential information about the account or lead, including email, phone number, and tags, allowing you to tailor your communication effectively.
Tabs for Comprehensive Insights
Past Quotes: Review previous quotes to provide accurate and timely information to clients.
Bookings: Access details about past bookings, enabling you to address any queries or concerns efficiently.
Properties: View information about associated properties, helping you understand the context of the conversation.
Payment Methods: Check registered payment methods to facilitate smooth transactions and address any payment-related inquiries.
Special Notes: Access any special notes associated with the lead or account to provide personalized and attentive service.
Activity Tab
Navigate to the "Activity" tab for a chronological view of interactions, ensuring you stay updated on the conversation history and any recent developments.
Quick Actions
+Quote Button: Generate a new quote quickly to respond promptly to client inquiries and requests.
Phone Icon: Initiate a phone call (integrations guide required) for real-time communication and personalized assistance.
Three Dot Menu: Archive information, view more details, or mark the conversation as spam, allowing you to manage conversations efficiently.
Hopefully, you're now well-acquainted with the powerful features of the Communications Portal in FIG Booking Software. Enhance your communication efficiency, streamline conversations, and make the most of the versatile tools at your disposal.
Feel free to explore more features within the platform, and if you have questions or need assistance, our support team is ready to help.