The lead header provides quick actions for contacting a lead. The lead actions menu also provides options for sharing the lead and saving its details as a contact.
Contact a lead #
- Open the lead in the Lead Detail Drawer.
- Select one of the contact buttons in the lead header:
- Call opens a phone call using the lead’s phone number.
- SMS opens a text message using the lead’s phone number.
- Email opens an email using the lead’s email address.
- WhatsApp opens WhatsApp using the lead’s phone number.
- Telegram opens Telegram using the lead’s available contact information.
- Quick Reply opens the quick-reply action when it is available.
- Complete the message or call in the dialog, browser, or external application that opens.
A contact button may be unavailable when the lead does not have the required contact information or when the related service is not available.
Share a lead or download a vCard #
- Open the lead’s three-dot actions menu in the header.
- Select the available option to share the lead or download a vCard.
- Follow the browser or device prompt.
A vCard is a contact file containing the lead information that PloverCRM makes available. You can save it or import it into a compatible contacts application.
Add a lead to your contacts #
- Open the lead’s three-dot actions menu.
- Select the option to add the lead to your contacts.
- Complete the browser or device prompt to save the contact.
The option may be unavailable when the lead has insufficient contact information or when your browser or device does not support contact saving.
Privacy #
Before sending a message, starting a call, sharing a lead, or saving a contact, check the destination and the information being shared. Follow your organization’s privacy requirements when handling lead contact data.
