When you login to VIA, the website leads Website Actions tile will show you every lead which has been submitted on your website alongside key information relevant to their enquiry.
Where a contact has submitted multiple leads that haven’t been actioned, they will be grouped together within the tile to give you a complete history of the contact’s interaction with your website
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all of your leads which haven’t yet been marked as actioned.
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Clicking the underlined message will show you all of the unactioned leads with all of the key information you need. (Please note, you’ll only see leads that are relevant to the branch/office your user account is assigned to
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Simply right click the lead from the list and select Action Lead. This will then mark the lead as actioned and record who actioned the lead within the lead report.
If you are using our Lead Manager or CRM Edition software, you will also have the option of recording a note against the contact and setting a review date.
Your upcoming reviews and actions will then also be displayed on your VIA dashboard for you to easily follow up with your contacts.
FAQs
How do I see this information?
Simply login to VIA. The Website Leads tile Actions notification will be on your home screen/dashboard
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Everyone will only see the leads which are relevant to the office they are associated with. Each user in VIA will have a branch associated to their user account:
Arrange a viewing requests will display for the branch marketing that property
Valuations will appear for the branch that deal with in that operational area
General call me back forms will display for all (as there is no way of defining who should deal with these general leads)
Super users of VIA who are not allocated to specific branch (the branch field is simply blank) will see all leads
To edit a users user's branch, go to the Users tab. Search for the user you want to edit, and select the relevant branch from the drop down options to allocate them to this branch. Click Save & Close to save your changes (only Super Users and Managers can edit user profiles)
To edit the operational area a branch deals with, go to the top tab (called Areas & Offices, Lead Manager, or CRM) > then select the Offices tab. Search for the relevant office, double click it or right click and select edit, then go to the associated areas section to allocate areas to the office. You can also edit specific areas by clicking the Areas tab. This video explains more about how areas can be defined in VIA What is the Areas section and what does it do
How do I action the lead?
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Click the email icon to email them back on any email client you have open (such as Outlook or Gmail)
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Click the phone icon to telephone the contact back. If you’re accessing VIA on a mobile, you’ll call them directly from your mobile. If you’re accessing VIA on a desktop, you’ll need a calling/telephone application installed
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Right click the relevant lead and click Action Lead
What if I want my staff to access this lead information but I won’t want them editing the website?
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