Lead Interactions

The Lead interactions are note, email, text, and call features that you can use to reach out to a lead.

Types of lead interactions

  • Note 
    • You can leave any important note for you or other team members to pick up on, including minutes notes.
  • Email
    • Send an email to communicate with your lead.
  • Text
    • Send a text is another way to reach out to a lead faster.
  • Call 
    • You can call a lead directly from aNinja app using the phone number you have saved in your profile.Lead interactions

Where can I see the lead interactions?

They are part of the lead view. You can access the lead view from 2 places:

  • In the top navigation bar, type the name of the lead or any info related to him (email, phone, URL, or custom field). Then, aNinja system finds him for you. Just click on the name and the system directs you to the lead view where you can start the lead interactions.
  • From the left sidebar, click on Leads icon. It will show you the list of all the leads you have in aNinja. Find your lead among them, click on his name, and you will be guided to the lead view.

All your interactions are saved in the Lead View in the History section to give you a deep view of the tasks performed for this lead.

Search for more help articles in the aNinja Knowledge base

Making a Call in aNinja

Making a Call in aNinja

In aNinja, you can dial a phone number, call a lead, and power call multiple leads, using the phone number you have saved in your aNinja profile.

Dialing a phone number from aNinja Web app

  • From the main page in aNinja, in the top right, click on the phone icon.
    • You can dial a phone number using the phone number you saved in your profile.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

making a call in aNinja

Calling a lead from aNinja Web app

  • From the Lead View, from the toolbar, choose the call feature. It opens a dialing window and automatically shows the first phone number saved on the lead’s profile.
    • Click on the green icon to call.
    • When you finish the call, tap on the red button.
    • To close the calling window, just click on the phone icon once again.

Calling multiple leads from aNinja Web app

  • From the Leads View, whether you choose to call all the leads that are listed in the page, or a group of leads that you have brought using a Smartlist, on the top right of the page, hit the Power Dial Button.
  • This option allows you to call all the leads sequentially without having to enter into each lead’s profile to call manually. When the current call is ended, the system will start calling the next lead.

Accessing the calls log

  • If you are a user, you can review your own calls in Settings / Logs and listen to the conversations.

  • Admin users can review and listen to the calls of all users.
  • In the dashboard, there is a widget that shows the latest calls.

Note: For the saved leads, you can keep notes of the calls. In the Lead View, click on Notes to enter relevant information that you picked up from the call.

aNinja Notifications

This page provides an overview of where notifications appear and the available features in your aNinja account.
Various types of notifications are available in aNinja. And, they can be triggered by different events.

Setting aNinja notifications

  • Log in to your aNinja account

  • Then, click on the edit pen next to the user.

  • Hit Notifications
    • Here, you can allow notifications based on your preference.

aNinja notifications

Types of notifications

Notifications appear to users in different locations and formats, such as text, email, desktop, and mobile push.

  • Email
    • Get an email notification for the selected Events.
  • Text
    • Get text/SMS notifications on your mobile number under aNinja profile.
  • Desktop
    • Get desktop notifications on your Mac/Windows for the selected events.
  • Mobile push
    • Get a push notification on your IOS/Android devices for the selected events.

Types of events

Get notified of the following events:

  • [Text] Any Incoming Text
    • Get notified about any incoming text (email, mobile, and chatbot).
    • Incoming Text to my phone numbers.
    • Get a variety of notifications regarding incoming text sent to your mobile.
  • [Lead] Lead assigned to me
    • Get notifications when any Lead is assigned to you.
  • [Call] Missed Calls
    • Get notified about any incoming missed call.
    • Voicemail: Get notified when someone leaves a voice mail.
  • [Chatbot] New Conversation
    • Get notified when visitor messages on aNinja chatbot on your site.
  • [Task] Task assigned to me
    • Get notified when any task is assigned to you.

Unable to receive Mobile Push notifications

Here are a few things to check:

  • First, make sure to log in with the same aNinja user.
  • Second, try logging out and back into the mobile app.
  • Lastly, make sure notifications are enabled for the aNinja application on your mobile device.

Testing Mobile Push Notifications

  • Do you have the aNinja Mobile app installed (iOSAndroid)? So, log into it for this test.
  • From the web app, go to Settings > Users
  • And choose the user and click on the edit pen.
  • Then, hit Notifications.
  • Lastly, click the Test Mobile Push Notification. 
  • As a result, a notification test will be sent to your mobile.

Unable to receive Desktop Notifications

Here are a few things to check:

  • Make sure Chrome has notifications allowed.
  • If you have Windows 10, click on the bottom right in your notification manager. Then check if the “Focus assist” is blocking notifications.
  • Or on Mac OSX, go to System Preferences -> Notifications -> Choose Google Chrome App -> Allow Notifications from Google chrome.
  • Also on Mac OSX, make sure Do Not Disturb mode is OFF: System Preferences -> Notifications – make sure Do Not Disturb is Off.

Testing Desktop Notifications

  • From the web app, on the left sidebar, click on Settings > Users
  •  Choose the user and click on the edit pen.
  • Hit Notifications.
  • Here, click the Test Desktop Notifications button.
  • As a result, a notification test will pop-up at the top right of your screen.