[{"data":1,"prerenderedAt":331},["ShallowReactive",2],{"help-en-leads\u002Fworking-a-lead":3},{"index":4,"article":304},{"sections":5},[6,32,68,98,140,177,198,224,251,275],{"id":7,"overview":8,"articles":13},"getting-started",{"path":9,"title":10,"nav":11,"description":12},"\u002Fhelp\u002Fgetting-started","How Konvuno works","Overview","What Konvuno does for your business, how the pieces fit together, and who on your team can do what.",[14,19,23,28],{"path":15,"title":16,"nav":17,"description":18},"\u002Fhelp\u002Fgetting-started\u002Fsign-in","Sign in to Konvuno","Sign in","Sign in with a code sent to your email or with your Google account, and what to do when the code does not arrive.",{"path":20,"title":21,"nav":21,"description":22},"\u002Fhelp\u002Fgetting-started\u002Fcreate-business","Create your business","Name your business, let Konvuno read your website if you have one, and know what to expect on the first screens.",{"path":24,"title":25,"nav":26,"description":27},"\u002Fhelp\u002Fgetting-started\u002Ftour-and-checklist","The tour and the setup checklist","Tour and checklist","The short tour that shows you where to start, the checklist that tracks your setup, and the help menu that brings both back.",{"path":29,"title":30,"nav":30,"description":31},"\u002Fhelp\u002Fgetting-started\u002Fgo-live","Go live in 15 minutes","The shortest path from a new account to a working assistant on your website, step by step, with links to the details.",{"id":33,"overview":34,"articles":38},"knowledge",{"path":35,"title":36,"nav":11,"description":37},"\u002Fhelp\u002Fknowledge","Knowledge — what your assistant knows","What the assistant answers from, how the Knowledge screen is laid out, and the quickest way to a well-informed assistant.",[39,44,49,54,58,63],{"path":40,"title":41,"nav":42,"description":43},"\u002Fhelp\u002Fknowledge\u002Ffaqs","Write and manage FAQs","FAQs","Add, edit, organise and remove the questions and answers your assistant uses — one at a time or many at once.",{"path":45,"title":46,"nav":47,"description":48},"\u002Fhelp\u002Fknowledge\u002Fwebsite-import","Import FAQs from your website","Import from your website","Let Konvuno read your website and suggest FAQs, pick the ones that are right, and know what to do when a scan does not work.",{"path":50,"title":51,"nav":52,"description":53},"\u002Fhelp\u002Fknowledge\u002Fcsv","Upload and export FAQs as a CSV file","CSV upload and export","Bring an FAQ list in from a spreadsheet, and download yours to edit, share or keep as a backup.",{"path":55,"title":56,"nav":56,"description":57},"\u002Fhelp\u002Fknowledge\u002Fbusiness-context","Business context","The short description of your business the assistant keeps in mind for every answer — what to put in it, how to edit it, and how to review a new version after a website scan.",{"path":59,"title":60,"nav":61,"description":62},"\u002Fhelp\u002Fknowledge\u002Fsources","Sources — where your FAQs came from","Sources","See which FAQs came from your website, a CSV file or your own typing, filter the list by them, and remove a source without losing its FAQs.",{"path":64,"title":65,"nav":66,"description":67},"\u002Fhelp\u002Fknowledge\u002Fmissing-answers","Missing answers and knowledge health","Missing answers","See which visitor questions your knowledge does not answer yet, turn them into FAQs in a few clicks, and check how much of your knowledge is ready to use.",{"id":69,"overview":70,"articles":74},"catalog",{"path":71,"title":72,"nav":11,"description":73},"\u002Fhelp\u002Fcatalog","Your catalog","What the catalog is for, the three ways to fill it, how the Catalog screen is laid out, how items count toward your plan, and who can change what.",[75,79,84,89,94],{"path":76,"title":77,"nav":77,"description":78},"\u002Fhelp\u002Fcatalog\u002Fitems","Add and edit items","Add a product or service by hand, understand every field, handle sizes and colours, and delete what you no longer sell.",{"path":80,"title":81,"nav":82,"description":83},"\u002Fhelp\u002Fcatalog\u002Fcsv-import","Import items from a CSV file","Import a CSV file","Bring a whole spreadsheet into your catalog in three steps, update it later, read the result, and undo an import that went wrong.",{"path":85,"title":86,"nav":87,"description":88},"\u002Fhelp\u002Fcatalog\u002Fproduct-feed","Connect a product feed","Product feed","Connect the Google Merchant or Facebook product feed your shop already publishes, so your catalog keeps up with your shop by itself.",{"path":90,"title":91,"nav":92,"description":93},"\u002Fhelp\u002Fcatalog\u002Fwoocommerce","Connect your WooCommerce shop","WooCommerce","Connect a WooCommerce shop with one click or with a key you create yourself, understand the permission it needs, and disconnect it cleanly.",{"path":95,"title":96,"nav":96,"description":97},"\u002Fhelp\u002Fcatalog\u002Fin-chat","Products in the chat","How the assistant finds your products and services, what the cards in the chat show, which catalog it answers from, and how to check the result.",{"id":99,"overview":100,"articles":104},"widget",{"path":101,"title":102,"nav":11,"description":103},"\u002Fhelp\u002Fwidget","The chat widget","What the widget is, how it works on your website, and how to go from a first draft to a live assistant.",[105,110,115,120,125,130,135],{"path":106,"title":107,"nav":108,"description":109},"\u002Fhelp\u002Fwidget\u002Fidentity","Identity — name, logo, greeting and languages","Identity","Decide who your assistant is — what it is called, the logo it shows, the first thing it says and the languages it speaks.",{"path":111,"title":112,"nav":113,"description":114},"\u002Fhelp\u002Fwidget\u002Fappearance","Appearance — colour, theme, size and position","Appearance","Make the widget look like part of your website — brand colour, light or dark theme, launcher text, panel size and where it sits on the page.",{"path":116,"title":117,"nav":118,"description":119},"\u002Fhelp\u002Fwidget\u002Fbehavior","Behavior — tone, questions, contacts and privacy","Behavior","Decide how the assistant talks, what it suggests, how visitors can reach you, what it may answer and where the widget stays hidden.",{"path":121,"title":122,"nav":123,"description":124},"\u002Fhelp\u002Fwidget\u002Finstall","Install the widget on your website","Install on your website","Copy one snippet into your website, allow your domain, and check that the widget is live — with steps for WordPress, Wix, Squarespace, Webflow and more.",{"path":126,"title":127,"nav":128,"description":129},"\u002Fhelp\u002Fwidget\u002Fpreview-and-test","Preview and test the widget","Preview and test","See how the widget looks on a computer and a phone, and chat with the real assistant before your visitors can.",{"path":131,"title":132,"nav":133,"description":134},"\u002Fhelp\u002Fwidget\u002Fpublish","Save, publish and take offline","Save and publish","How drafts work, how to put your changes on your website, how to undo them, and how to take the widget offline.",{"path":136,"title":137,"nav":138,"description":139},"\u002Fhelp\u002Fwidget\u002Ftroubleshooting","The widget does not show on my website","Widget not showing?","A checklist for when the widget is missing, out of date or not answering — in the order the causes are most common.",{"id":141,"overview":142,"articles":146},"visitors",{"path":143,"title":144,"nav":11,"description":145},"\u002Fhelp\u002Fvisitors","What your visitors see","The chat from your customer's side — from the button in the corner of your website to an answer, a product card or a message to your team.",[147,152,157,162,167,172],{"path":148,"title":149,"nav":150,"description":151},"\u002Fhelp\u002Fvisitors\u002Fanswers","How answers look","Answers and product cards","What a visitor sees when they ask something — suggested questions, formatted answers with links, product cards, and how long the chat remembers the conversation.",{"path":153,"title":154,"nav":155,"description":156},"\u002Fhelp\u002Fvisitors\u002Fcontact-and-handoff","Contact form and hand-off to your team","Contact form and hand-off","What visitors see when they need a person — your direct contacts, the contact form with its consent checkbox, and the confirmation after sending.",{"path":158,"title":159,"nav":160,"description":161},"\u002Fhelp\u002Fvisitors\u002Flanguages","Languages — the widget's and the assistant's","Languages","Which language the widget's buttons and notices appear in, which language the assistant answers in, and what always stays exactly as you wrote it.",{"path":163,"title":164,"nav":165,"description":166},"\u002Fhelp\u002Fvisitors\u002Fprivacy","Privacy notice and consent","Privacy","What visitors are told about privacy in every chat, where their privacy requests go, what the widget keeps in their browser, and how consent on the contact form works.",{"path":168,"title":169,"nav":170,"description":171},"\u002Fhelp\u002Fvisitors\u002Fwhen-the-assistant-cant-answer","When the assistant cannot answer","When it cannot answer","What visitors see when the assistant does not know, when the chat is paused, when a conversation gets very long, and when they are asked to confirm they are human.",{"path":173,"title":174,"nav":175,"description":176},"\u002Fhelp\u002Fvisitors\u002Fon-phones","The widget on phones","On phones","How the chat looks and behaves on a phone — full screen, without the launcher in the way, with contacts that open the phone's own apps.",{"id":178,"overview":179,"articles":183},"conversations",{"path":180,"title":181,"nav":11,"description":182},"\u002Fhelp\u002Fconversations","The conversation inbox","Where every chat on your website ends up, what the labels on each conversation mean, and which conversations count toward your plan.",[184,189,193],{"path":185,"title":186,"nav":187,"description":188},"\u002Fhelp\u002Fconversations\u002Ffilters-and-search","Filter and search conversations","Filter and search","Narrow the list to the conversations that need you, and find any chat by a word the visitor or the assistant used.",{"path":190,"title":191,"nav":191,"description":192},"\u002Fhelp\u002Fconversations\u002Freading-a-conversation","Read a conversation","What the header, the labels, the messages and the line at the bottom of a conversation tell you — and what to do when the visitor needed a person.",{"path":194,"title":195,"nav":196,"description":197},"\u002Fhelp\u002Fconversations\u002Ftags-and-export","Tag and export conversations","Tags and export","Mark conversations with your own tags so you can find them again, download a single chat as a text file, or export everything you have.",{"id":199,"overview":200,"articles":204},"leads",{"path":201,"title":202,"nav":11,"description":203},"\u002Fhelp\u002Fleads","Leads","What a lead is, how visitors become leads, what each status means and how the Leads screen is laid out.",[205,209,214,219],{"path":206,"title":207,"nav":207,"description":208},"\u002Fhelp\u002Fleads\u002Fworking-a-lead","Work with a lead","Open a lead to see their details and consent, move it through your statuses, keep notes and tags for your team, email the person and delete the lead.",{"path":210,"title":211,"nav":212,"description":213},"\u002Fhelp\u002Fleads\u002Fbulk-and-export","Select, delete and export leads","Delete and export","Select several leads at once, delete the ones you no longer need, and download your leads as a spreadsheet file.",{"path":215,"title":216,"nav":217,"description":218},"\u002Fhelp\u002Fleads\u002Fnotifications","Emails about new leads","Lead emails","Who gets an email when a visitor leaves their details, what the email says, how to change the address, and when no email is sent.",{"path":220,"title":221,"nav":222,"description":223},"\u002Fhelp\u002Fleads\u002Fwebhook","Send leads to other tools","Webhook","Send every new lead to Zapier, Make, your CRM or your own server with a webhook — how to set it up, test it, and what happens when a lead does not arrive.",{"id":225,"overview":226,"articles":230},"overview",{"path":227,"title":228,"nav":11,"description":229},"\u002Fhelp\u002Foverview","The Overview screen","What the Overview shows, how to pick the period you look at, and how to read the comparison with the period before.",[231,236,241,246],{"path":232,"title":233,"nav":234,"description":235},"\u002Fhelp\u002Foverview\u002Fkpis","The five numbers at the top","The five numbers","What each number on the Overview counts, what it leaves out, and what to do when it goes down.",{"path":237,"title":238,"nav":239,"description":240},"\u002Fhelp\u002Foverview\u002Ffunnel-and-quality","The funnel and answer quality","Funnel and answer quality","Follow conversations from the first message to a won customer, and see how many the assistant really answered.",{"path":242,"title":243,"nav":244,"description":245},"\u002Fhelp\u002Foverview\u002Ftop-lists-and-trends","The daily chart and the top lists","Chart and top lists","Read the conversations-and-leads chart, and find the questions your assistant cannot answer yet.",{"path":247,"title":248,"nav":249,"description":250},"\u002Fhelp\u002Foverview\u002Fexport","Export the Overview to a spreadsheet","Export","Download the Overview's numbers and daily figures as a CSV file, and open it correctly in Excel, Google Sheets or Numbers.",{"id":252,"overview":253,"articles":257},"settings",{"path":254,"title":255,"nav":11,"description":256},"\u002Fhelp\u002Fsettings","Settings","Where to find your business details, your team, your plan and your data — and which of them only an owner can change.",[258,262,266,270],{"path":259,"title":260,"nav":260,"description":261},"\u002Fhelp\u002Fsettings\u002Fbusiness-profile","Business profile","Your business name, industry and contact details, where new-lead emails go, and your logo.",{"path":263,"title":264,"nav":264,"description":265},"\u002Fhelp\u002Fsettings\u002Fmembers","Members and roles","Invite your team, decide who is an owner, remove people or leave a business — and see exactly what owners and members can each do.",{"path":267,"title":268,"nav":268,"description":269},"\u002Fhelp\u002Fsettings\u002Fbilling","Billing and usage","Choose a plan, understand what counts as a conversation, see what happens at your limit, and change plan, card or cancel through Stripe.",{"path":271,"title":272,"nav":273,"description":274},"\u002Fhelp\u002Fsettings\u002Fdata","Your data — retention, export and deletion","Data and deletion","How long Konvuno keeps conversations and leads, how to download everything, and how to delete a business or your account for good.",{"id":276,"overview":277,"articles":281},"more",{"path":278,"title":279,"nav":11,"description":280},"\u002Fhelp\u002Fmore","More","Running several businesses, getting help from us, choosing the dashboard's language, clinic mode, and what the words in Konvuno mean.",[282,287,291,296,300],{"path":283,"title":284,"nav":285,"description":286},"\u002Fhelp\u002Fmore\u002Fbusinesses","Run several businesses","Several businesses","Add a second business to your account, switch between them, and know what each business keeps to itself — including its own subscription.",{"path":288,"title":289,"nav":289,"description":290},"\u002Fhelp\u002Fmore\u002Fsupport","Contact support","Send us a question or report a problem from inside the dashboard, and know what happens after you click send.",{"path":292,"title":293,"nav":294,"description":295},"\u002Fhelp\u002Fmore\u002Flanguages","Change the dashboard language","Dashboard language","Switch the Konvuno dashboard to another language, and understand how Konvuno picks one for you.",{"path":297,"title":298,"nav":298,"description":299},"\u002Fhelp\u002Fmore\u002Fclinic-mode","Clinic mode","What changes when Konvuno sets your business up as a clinic — the fixed topics in the chat, no contact form, and conversations kept for 30 days.",{"path":301,"title":302,"nav":302,"description":303},"\u002Fhelp\u002Fmore\u002Fglossary","Glossary","The words used across Konvuno — from allowance to widget — explained in plain language.",{"path":206,"section":199,"slug":305,"title":207,"nav":207,"description":208,"order":306,"html":307,"toc":308},"working-a-lead",1,"\u003Cp>Everything about one lead is in a single panel. Click a row on the \u003Cspan class=\"kv-ui\">Leads\u003C\u002Fspan> screen — or\n\u003Cspan class=\"kv-ui\">View lead\u003C\u002Fspan> in a conversation — and it slides in from the right. Close it\nwith the × at the top, or by clicking outside it.\u003C\u002Fp>\n\u003Cp>\u003Cfigure class=\"kv-shot kv-shot--narrow\">\u003Cimg src=\"\u002Fhelp\u002Fshots\u002Fen\u002Fleads\u002Fdrawer.webp\" alt=\"An open lead: status, contact details, what they asked, tags and an internal note\" width=\"920\" height=\"1580\" loading=\"lazy\" decoding=\"async\">\u003Cfigcaption>An open lead: status, contact details, what they asked, tags and an internal note\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003C\u002Fp>\n\u003Cp>Under the name you see when the lead arrived. Every change you make in the panel is saved straight\naway — there is no save button.\u003C\u002Fp>\n\u003Ch2 id=\"status\">Change the status\u003Ca class=\"kv-anchor\" href=\"#status\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>Pick a status from the list under \u003Cstrong>\u003Cspan class=\"kv-ui\">Status\u003C\u002Fspan>\u003C\u002Fstrong>:\n\u003Cspan class=\"kv-ui\">New\u003C\u002Fspan>, \u003Cspan class=\"kv-ui\">Contacted\u003C\u002Fspan>, \u003Cspan class=\"kv-ui\">Qualified\u003C\u002Fspan>,\n\u003Cspan class=\"kv-ui\">Won\u003C\u002Fspan> or \u003Cspan class=\"kv-ui\">Lost\u003C\u002Fspan>. See \u003Ca href=\"\u002Fhelp\u002Fleads#statuses\">Statuses\u003C\u002Fa> for what\neach one is for.\u003C\u002Fp>\n\u003Ch2 id=\"consent\">Contact details and consent\u003Ca class=\"kv-anchor\" href=\"#consent\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>\u003Cspan class=\"kv-ui\">Contact\u003C\u002Fspan>\u003C\u002Fstrong> shows the email address and phone number the visitor gave, or\n\u003Cspan class=\"kv-ui\">not provided\u003C\u002Fspan> for a field they left empty.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>\u003Cspan class=\"kv-ui\">Consent\u003C\u002Fspan>\u003C\u002Fstrong> shows whether the visitor agreed to be contacted:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">agreed\u003C\u002Fspan>\u003C\u002Fstrong> — they ticked your consent checkbox before sending the form.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>\u003Cspan class=\"kv-ui\">none recorded\u003C\u002Fspan>\u003C\u002Fstrong> — your form had no consent checkbox when they sent it. It\ndoes not mean they refused: while a checkbox is on the form, it cannot be sent unticked.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>Under it, the panel shows the exact consent text the visitor ticked and the day they agreed, so\nyou know what they agreed to. Leads from before September 2026 have no saved text. You set the\nconsent text on the widget's \u003Cspan class=\"kv-ui\">Behavior\u003C\u002Fspan> tab — see\n\u003Ca href=\"\u002Fhelp\u002Fwidget\u002Fbehavior#privacy\">Privacy and consent\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2 id=\"interest\">What they asked about\u003Ca class=\"kv-anchor\" href=\"#interest\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>\u003Cspan class=\"kv-ui\">Interest\u003C\u002Fspan>\u003C\u002Fstrong> is what the visitor wrote in the form's message box. When\nthey left it empty, it shows the\n\u003Ca href=\"\u002Fhelp\u002Fconversations\u002Freading-a-conversation#summary\">summary of their conversation\u003C\u002Fa> instead, or\n\u003Cspan class=\"kv-ui\">No details captured.\u003C\u002Fspan> if there is none yet.\u003C\u002Fp>\n\u003Cp>Click \u003Cstrong>\u003Cspan class=\"kv-ui\">View full conversation\u003C\u002Fspan>\u003C\u002Fstrong> to read the chat that led to the form — often the\nbest way to prepare before you get back to them. When the panel says\n\u003Cspan class=\"kv-ui\">No linked conversation\u003C\u002Fspan> instead, the visitor sent the form without chatting first (for\nexample while the chat was paused), or the conversation has already been deleted — conversations\nare kept for 90 days.\u003C\u002Fp>\n\u003Ch2 id=\"tags\">Tags\u003Ca class=\"kv-anchor\" href=\"#tags\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>\u003Cspan class=\"kv-ui\">Tags\u003C\u002Fspan>\u003C\u002Fstrong> work like tags on conversations: click\n\u003Cspan class=\"kv-ui\">Add tag\u003C\u002Fspan>, type the tag and press \u003Cstrong>Enter\u003C\u002Fstrong>; click the × next to a tag to remove\nit. The search box on the \u003Cspan class=\"kv-ui\">Leads\u003C\u002Fspan> screen finds leads by their tags.\u003C\u002Fp>\n\u003Cp>Lead tags and conversation tags are separate — see\n\u003Ca href=\"\u002Fhelp\u002Fconversations\u002Ftags-and-export#tags\">Tag a conversation\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2 id=\"note\">Internal note\u003Ca class=\"kv-anchor\" href=\"#note\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>\u003Cspan class=\"kv-ui\">Internal note\u003C\u002Fspan>\u003C\u002Fstrong> is for your team: what you agreed on the phone, when to call\nback, who is handling it. Type into the box and click anywhere outside it — the note is saved and a\nconfirmation appears. To remove it, clear the box and click outside it.\u003C\u002Fp>\n\u003Cp>Only you and your teammates see the note. The visitor never does.\u003C\u002Fp>\n\u003Ch2 id=\"email\">Email the lead\u003Ca class=\"kv-anchor\" href=\"#email\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>\u003Cspan class=\"kv-ui\">Email lead\u003C\u002Fspan>\u003C\u002Fstrong> opens your own email program with a new message to the lead's\naddress. You write and send it from there, as usual. The button only appears when the lead left an\nemail address — for a phone-only lead, call them.\u003C\u002Fp>\n\u003Cp>Konvuno does not see or keep the email you send, and it does not change the status for you. Move\nthe lead to \u003Cspan class=\"kv-ui\">Contacted\u003C\u002Fspan> once you have written.\u003C\u002Fp>\n\u003Cdiv class=\"kv-callout kv-callout--tip\">\u003Cp class=\"kv-callout-label\">Tip\u003C\u002Fp>\u003Cp>If nothing happens when you click \u003Cspan class=\"kv-ui\">Email lead\u003C\u002Fspan>, your computer has no email\nprogram set up to open such links. Copy the address from \u003Cstrong>\u003Cspan class=\"kv-ui\">Contact\u003C\u002Fspan>\u003C\u002Fstrong>\ninto your webmail instead.\u003C\u002Fp>\n\u003C\u002Fdiv>\n\u003Ch2 id=\"delete\">Delete a lead\u003Ca class=\"kv-anchor\" href=\"#delete\" aria-hidden=\"true\" tabindex=\"-1\">#\u003C\u002Fa>\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click the \u003Cstrong>⋯\u003C\u002Fstrong> button — next to \u003Cspan class=\"kv-ui\">Email lead\u003C\u002Fspan> in the panel, or at the end of\nthe lead's row in the list.\u003C\u002Fli>\n\u003Cli>Choose \u003Cspan class=\"kv-ui\">Delete\u003C\u002Fspan>.\u003C\u002Fli>\n\u003Cli>Confirm with \u003Cspan class=\"kv-ui\">Delete\u003C\u002Fspan>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>The lead's details are removed for good and cannot be brought back. The conversation it came from\nis not deleted. To delete several leads at once, see\n\u003Ca href=\"\u002Fhelp\u002Fleads\u002Fbulk-and-export#bulk-delete\">Delete several leads\u003C\u002Fa>.\u003C\u002Fp>\n\u003Cdiv class=\"kv-callout kv-callout--examples\">\u003Cp class=\"kv-callout-label\">How other businesses use it\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>A driving school\u003C\u002Fstrong> writes the agreed lesson time in the internal note, so whoever picks up\nthe phone next knows what was promised.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A photographer\u003C\u002Fstrong> reads the conversation before replying, and quotes the visitor's own\nquestion in the first email.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A roofing company\u003C\u002Fstrong> tags leads by area — \u003Ccode>north\u003C\u002Fcode>, \u003Ccode>south\u003C\u002Fcode> — so each crew leader can search\nfor their own.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A financial adviser\u003C\u002Fstrong> checks the consent line before calling anyone back.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fdiv>\n",[309,313,316,319,322,325,328],{"id":310,"text":311,"depth":312},"status","Change the status",2,{"id":314,"text":315,"depth":312},"consent","Contact details and consent",{"id":317,"text":318,"depth":312},"interest","What they asked about",{"id":320,"text":321,"depth":312},"tags","Tags",{"id":323,"text":324,"depth":312},"note","Internal note",{"id":326,"text":327,"depth":312},"email","Email the lead",{"id":329,"text":330,"depth":312},"delete","Delete a lead",1791776018690]