Contact Leads in Convex

Overview

After creating your target list, you're ready to begin outreach by contacting those leads directly. This lets you engage potential customers, share your offerings, and move them further along in the sales process.

Target drawer overview

Manage targets by updating their status and viewing key information.

Open the target list and click the target you want to view.

The target drawer includes these sections:

• Overview        

  • Click Assignee to select an employee from the list. The employee is responsible for the contact.

  • Click Status to select a status for the lead.

• Leads        

  • Click Populate Leads to generate additional contacts for a target.

  • Click the contact card to open the contact details panel, which includes Contact Info, Other Info, and Activity. 

• Companies (if applicable)        

  • Click the company card to open the company details panel, which includes Company Site, Contacts at Site, Company Wide Information, and Property. 

• Properties (if applicable)        

  • Click the property card to open the property details panel. For more, see Deep dive into the property details panel.

• Activity Log        

  • Shows all the activities done with the target.

Contact Leads

After the contacts are populated for the targets, you can start contacting the leads.

1. Open the target list and click the target you want to contact.

2. From the target drawer Leads section, select the contact, then:        

   1. Click Call. From the New Call pop-up that opens, click Call to call the contact.                

      Note: Ensure to enable the microphone permissions to call directly from your account.

   2. Click Email. From the New Message pop-up that opens, create the message and click Send.                

      Note: Ensure your email is connected with Convex to email directly from your account.

   3. Click Send to Phone to send the contact to yourself. From the Send to Phone pop-up that opens, enter your phone number and click Send. 

Note: Click the three dots on the contact card to remove the contact from the target.

Want to learn more?

• See Targets Overview in Convex

• See Populate leads in Convex

• See Connect your email with Convex