Customizing the Leads View

Customizing the Leads View allows you to display any info you have on your leads that you have saved in your aNinja account. (Whether all the leads or the ones that you’ve pulled out using a Smartlist).

In this article, we show you how you can customize the leads view to show info you have for your leads (Name, User assigned to, lead’s contacts, the created date, and the custom fields).

Customizing the Leads View

To choose which data you want to display for the leads, just click on the little icon on the top right. And select the fields of your choice.

Customizing the Leads ViewThe columns that you add will be there every time you’re in the leads view. Whether you accessed it from the left sidebar, or by searching for a lead in the top navigation.

 

Basic aNinja terms

Here’s a simple explanation of the basic terms and keywords that we use in aNinja. After all, we want you to get the correct meaning of the words we use.

Know what aNinja terms stand for

All around aNinja, and in the knowledge base articles you encounter keywords. And it’s very important for you to know what they stand for. We divided these keywords into 4 sections:

Features
  • Automations: These are Templates, Sequences, and Triggers.  You automate them to be launched automatically at a certain event without your intervention.
  • aNinja Forms: These are the contact forms that you create on aNinja. When you embed them on your website, they collect leads. And automatically the system injects them into your account.
  • Dashboard: It is a set of widgets that give you a quick overview and deep view into your aNinja system.
  • Widget: It’s a graphical display. Precisely, it brings you the report on the workflow of your latest activities and interactions that you make in aNinja.
  • Chatbot: It’s a computer program that can be embedded on your website. It simulates human conversation through text chat. Therefore, aNinja Chatbot answers your website visitors’ simple questions. Moreover, you can customize the questions in the Chatbot Playbook.
  • Chatbot Playbook: It determines how the chatbot answers the user’s questions. More precisely, it’s an automated message workflow that runs on simple logic in order to help the users get the answers they need.
The Lead related
  • Custom Fields: These are info that you can add to the lead. Therefore, it augments the lead data (creation time, payment plan, phone number, platform, tenant code, and much more…).
  • Lead activities: These are basically the activities that you perform on a certain lead:
    • Tasks, Assigning lead, Opportunities, Custom Fields, Email and Texts sequences, Merging, and Deleting.
  • Lead interactions: These are the interactions that you perform on a certain lead:
    • Emails, Texts, Calls, and Notes.
  • Lead View: It is where you can see all activities and interactions that you made with a lead.
  • Leads View: It’s where you can see all the leads you have in your account. Or the result of a Smartlist or a search typed in the top navigation bar.
  • Workflow: It consists of a series of sequential steps that allows you to monitor the lead/customer’s progress in the pipeline.
System search
  • Smartlist: or Smart View. Simply, it is a list of leads that the system pulls from your CRM following criteria specified in a query.
  • Query: It’s the essential component for building a Smartlist. Precisely, it’s a specific request for lead retrieval among your CRM.
aNinja Keys & codes

Have any specific questions about the aNinja terms? Please leave us an email at support@aninja.com. We’re more than happy to offer you clarifications.

Lead Activities

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

What are the lead activities?

They are the tasks that you can perform on a lead in all stages:

Go ahead and hover over the links to get more details on each activity.

Where can I see the lead activities?

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 will find him for you. After that, click on the name and it opens the lead view.

  • From the left sidebar, click on Leads icon. It shows you the list of all the leads you have in aNinja. Find your lead among them and click on his name. That opens the lead view.

All your activities 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

History of Interactions and Activities of a lead

aNinja brings you the history of all interactions and activities made for a lead in the lead view.

What is the history of interactions and activities?

Since the creation of a lead in your aNinja account, the system saves all the interactions and activities that you have made to this lead, in the history section.

Moreover, they are listed in ascending order. So, users and team members are kept in the loop of the actions performed on this lead.

In the history you can view:

  • Calls made and their durations.
  • Emails that are sent & received with this lead.
  • Notes that are left by any team member so any other user stays updated on any relevant info.
  • Texts that are sent to this lead.
  • Tasks that are assigned and their statuses.
  • Workflow steps changes.
  • Chatbot conversations that are initiated by this lead.
  • Triggers

Accessing the lead history

From the lead view, in the middle right of the page, you can see all the interactions and activities of the lead.The history of all interactions and activities for a lead

Launching sequences to a single lead

Launching sequences to a single lead can be done from the Lead View.

And the “Active email or text sequences” show you the sequences this lead is enrolled in.

Overview of email or text sequences

To launch a text or email sequence in aNinja, you want to follow these steps:

  • First, create emails or text templates
  • Then, create an email to text Sequence with at least one step. Choose to send “Immediately” if you want your sequence to launch with no delay.
  • Afterward, you can choose to either send your sequence to a single lead or in bulk sequence.

Launching a sequence to a lead

  • First, go to the lead view.
  • Then, on the left side of the page, scroll all the way down to find the Active Email Sequences / Active Text Sequences.

  • To create an email/text sequence, just click on the plus sign (+). As a result, this opens a new email/text window in the lead interactions on the same page.

  • Go ahead and select an email or text sequence.
  • To send the sequence, click on start.
  • And to cancel it, just click on the recycle bin.

Viewing Active Email / Text sequences for a lead

  • First, go to the lead view
  • Then, on the left side of the page, scroll down to find the Active Email Sequences or Active Text Sequences. Here, you can see all the email/text sequences sent to this lead.
  • Thereafter, to see details of the sequences in which this lead is enrolled and the steps reached, just click on “Show previous“.

Active email or text Sequences

Lead Notes

Any time you are on the Lead view, you can keep a note for yourself or for other users in the team on any important point worth saving for the record. Example minutes of a meeting/call.

Creating a Lead Note

  • Here, you can choose to use a note template, or just type a new one.
    • You can also access all the note templates and edit them.
    • Click on edit templates on the right bottom of the note template dropdown.

  • Lastly, don’t forget to save it.
  • Afterward, you can see the note you just created, the first record in the history in the middle of the page.

Adding an attachment to a Note

  • When creating a note, before saving it, click on the attach to add any useful document worth saving on the lead view.
  • Lastly, click on save.

Editing a Note

  • From the history of interactions in the Lead View, locate the note.
  • And, click on the edit pen in the left of the note.

  • Make the changes you want (example: add an attachment).
  • Lastly, Save it again to save the changes.
  • Or, click on the recycle bin to disregard the changes. The note will not be deleted from here.

Deleting a Note

  • From the history section in the lead View, locate the note.
  • Then, click on the recycle bin on the right bottom of the note.
  • And OK to confirm deleting the note.

Deleting Leads

Deleting leads removes all associated interactions and activities.

Moreover, when you delete a lead, you can no longer retrieve the deleted lead and the contacts, interactions, and activities associated with him.

Deleting a lead in aNinja

In aNinja, you can delete a lead and remove all associated interactions and activities.

  • Go to lead view
  • Scroll all the way down. In the bottom left, click delete.deleting leads
  • And confirm by clicking on Yes, delete it.

Deleting previous bulk imports files

You might want to delete a bulk import that you’ve previously imported to your aNinja account.

Just remember that this removes all associated interactions and activities.

  • On the left sidebar, click on Settings > Bulk import
  • Locate the file you want to delete.
  • On the right side of the page, next to the file you want to delete, click on the delete imported leads link.

Deleting leads in Bulk

If you want to delete leads in bulk, send your request to support@aninja.com and let us know the context. We can bulk delete on our side if there’s a range.