Setup Phase - Channel Linking
This phase will map out the sources of communication to unify new leads in one platform. Collate all the information on the implementation guide.
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Identify the domain where the main website is hosted and install the live chat; link name by using identification codes
1
Jan A.
Marvin L.
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Develop the live-chat script using a portion of the CLOSER framework and train the CRM chatbot
Anne P.
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Identify the service/product display pages on the website where clients have received enough information about the product or service and where a web form can be placed
1
Anne P.
Jan A.
Marvin L.
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Indicate the URLs for the pages to put web forms
Jan A.
Marvin L.
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Identify the custom fields required required by leads, contacts, accounts and deals. These are outside the standard name, contact details, etc.
Anne P.
Jan A.
Marvin L.
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Identify the fields of the webform (the basic details required for new leads inquiring)
Jan A.
Marvin L.
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Identify other lead sources if an API connection is required in adding new leads to the CRM system
Jan A.
Marvin L.