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- Chat Start: When the chat begins.
- Chat Conversion: When the Prospect record is enriched.
- Chat End: When the chat was finished.
Lead Qualification
When a chat occurs Prospects are automatically scored using /wiki/spaces/DEV/pages/18907393. Scores can be changed by double clicking on the score value. Chat Start, Decline, and Conversion activities are scored.
Adding a Chat System
Other chat software such as Drift, LiveChat, and more can be integrated. There are two options for integrating chat:
- Call JavaScript functions from your chat software. Great for proprietary chat systems.
- Lead Liaison adds "listeners" into our backend which works with your existing Lead Liaison tracking code.
In scenario #2#1, the functions to call will be similar to the ones below:
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