In <Database> each customer’s details are divided to two : Customer Info & Order Details.
Below example is a lead that came through Kebab & John WhatsApp Form and managed by Admin Aizuddin. (blue arrow)
Red circle on top left are customer’s name and phone number.
Show Details (1) contains details filled by the customer in WhatsApp Form.
Show Details (2) contains customer’s order details.
Edit (3) is to change lead’s status to below :
Edit (4) is to change / edit customer’s order. Merchant are given the freedom to give more discount for each product ordered by a customer.
Note : When an order is Paid , merchant unable to change this.
<View Invoice> to view customer’s invoice. Here is also the place to mark customer’s invoice as Mark As Paid.
Button (5) is to delete customer’s order data.
By understanding all these, you and your sales team can manage your customers in an efficient way.
WhatsApp Form below as an example for this guide :
Note : If you offer <Bank Transfer> payment method and managing customers using <Customers>, it may cause a confusion between paid and yet to pay customers.
Read More : Method Payment Setup & Management – Manual Bank Transfer [Updated 06/07]
Cold Leads usually are prospects that just browsing through your WhatsApp Form. They can be detected by :
This happens when –
We can’t deny that there are other factors that made the lead to behave that way such as disconnected internet while filling up and other external issue.
So it’s up to merchant and sales team to do Follow Up by clicking the logo WhatsApp logo to directly contact them.
If the number that they entered are invalid or they apparently not interested with your product, you might as well delete.
If you think that customer’s reluctant to give their details just for browsing, you might as well try to set up Yezza Store.
Read More : Yezza Store
Hot leads is a prospect that has a high probability to buy your product. In other words, fish-on!
They can be detected with complete shipping address like below.
Note : If customer had already paid via payment gateway like Yezza Pay, it’ll be remarked as ‘Paid. Not Editable.‘ Merchant can directly process the orders in <Orders>
Sales Team need to do follow up with the customer by clicking the WhatsApp logo.
Read More : How To Edit Customer’s Order in Database
If the customer made a manual bank transfer and provided the proof of payment, click at <View Invoice> and update to Mark as paid.
Then, manage the order accordingly.
Nota : If the customer did not proceed the payment because felt to expensice, you can offer them to do partial payment. If the customer agreed, click <View Invoice> and tick <Allow Partial Payment> like below.
Read More : Payment Method Setup – Partial Payment