Changing the Lead’s Status in the Workflow

Changing the Lead’s status in the workflow represents the lead’s position in the Sales/Marketing pipeline until you turn him into a customer.

Changing the Lead’s Status in the Workflow

  • Search for your lead in the top navigation bar
  • Type any info you have on your lead (name, company, phone number, email, custom fields, etc…) and aNinja will bring the results to the leads view. Click on the lead and you will be redirected to his lead view.
  • Then, when in the Lead View, at the top of the page, you can manipulate the status of the lead in the workflow. This allows you to keep a close follow-up on the lead’s progress from prospect to closing.Changing the Lead's Status in the Workflow

Activities using the workflow steps

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

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.