What’s new?
- Accept/Forward/Archive leads
- Decline leads and tell us why so we can improve your leads
- Copy buyer details
- Submit quotes through the platform
- View lead action history
- Get notified when a buyer selects your quote
- Get notified of missed leads
What does it mean?
Accept leads
Take control of your invited quotes requests! Accept a lead from the supplier panel or email to view a buyer’s contact details and provide a quote. Accepting a lead enables us to remind you about any leads that may have been missed.
Forward leads
Need to send buyer information to a colleague or reseller? Use our quick forward function to forward the lead.
Archive leads
Won the sale? Archive the lead and train the platform to get more of those leads. Not progressing? Archive the lead and train the platform to improve your leads.
Decline leads
Not interested in this buyer? Can’t fulfill the quote request? Declining lead and tell us why to train the platform to get you better quality leads.
Copy buyer details
After accepting a lead you will have access to the buyer details (phone number and email address). You can quickly copy details if you need to contact the buyer urgently.
Quote through our platform
You can now submit quotes directly and quickly on our platform as more buyers are requesting this for ease and convenience!
View lead action history
Access the date and time of when a lead was engaged - declined, accepted, forwarded or archived. This will help you keep tracking of how quickly leads are being actioned.
Get notified of missed leads
We understand you get a lot of emails and it’s super easy to miss emails. Our smart reminder system will let you know if you’ve missed any leads.
What are some benefits of these new features?
Never miss a lead - Click to view buyer details to confirm the lead has been seen. Our system will remind you about any missed leads!
Better quality leads - Archive leads with feedback: Won the sale? Not progressing? Our system learns about the best leads to send to you!
Get selected more often - Submit your quote directly on our platform as more buyers are requesting this for ease and convenience!
Gain valuable insights - Get feedback from buyers and understand how you compare to other suppliers!
Lead history - See how quickly the lead was actioned!
Here are some common questions asked by our customers that may help you too!
What actions automatically notify a buyer?
The only action that automatically notifies a buyer is when you quote through out platform. Accepting a lead does not notify the buyer, neither does declining. Archiving or forwarding a lead does not notify the buyer.
What integrations do you have for a CRM?
At the moment, none. We are always open to integrating new features. Please reach out to our team about including this feature.
How do I access buyer details?
You will be able to access and copy buyers details by accepting a lead from the supplier panel or your email.
What happens if I accept or decline a quote that has been previously accepted or declined?
You will be able to access and copy buyers details by accepting a lead from the supplier panel or your email.
Can I forward leads to my team or resellers directly from my inbox?
Yes! You have 2 options to forward leads to others in your team or reseller network:
1. Forward the email directly from your inbox
The recipient of that email can simply click ‘Accept’ button in the Lead email (just like you can) and view the lead in the Supplier Panel. For security reasons, they will not have access to any other part of your Supplier Panel including other leads, Storefront content or any other settings.
2. Forward the email through our platform
Once you login to your Supplier Panel, use the forward button to send the lead to anyone you like. The email they receive will include all the buyers details. Some customers also use this feature to forward emails into their CRM’s.
Will people that I don't want accessing my content or settings be able to?
Only contacts listed on your account in the Supplier Panel can log in and view Lead information and access other areas like Storefront content and settings. Others who receive the lead email because it has been forwarded to them can only view the details of that particular lead once they click on ‘Accept’ button. They can quote the buyer through our platform for that lead, and also mark the lead as Archived, with feedback. However, they will not be able to access any other part of your Supplier Panel.
Why should I quote through the platform?
More buyers are requesting that suppliers quote through our platform for their ease and convenience in selecting the supplier to buy from! This means that quoting through our platform will help you get selected more often by buyers! Quoting through our platform is designed to be quick & easy! The buyer will also be able to respond to your quote through the platform, instantly letting you know if your quote was selected, but also provide feedback as to why your quote may not have been selected. The system learns from every interaction, meaning that over time it will learn about the leads with the highest rate of success to sale, and prioritise sending you more of those!
If a buyer selects my quote, will I be notified?
Yes! You will receive an email if your quote has been selected by the buyer, and we will also make the status of your quotes clear within the Supplier Panel for easy reference.
I have technical issues or further questions. How can I contact support?
We are here to help and answer any questions you have and we are keen to hear your feedback! If you would like to contact us directly, you can message our support team by logging into your Supplier Panel dashboard. In the bottom right you will see a message panel which will submit your request directly to our support team who are on standby to assist you.
