Track Productivity by Closing Conversations

Business Goal: Use the Close Conversation feature to track sales agent productivity.

YesHello's Close Conversation feature is a powerful tool that can be used for many use cases on the platform based on your business needs. For sales use cases, it can be used to track agent productivity in the Reports Module.

Benefits of the Close Conversation Feature

The Close Conversation feature can be used to:

• Track agent productivity in the Reports module by viewing how many leads they interacted with.

• Provide summaries of activities completed in each Conversation.

Method for Managing Closing Conversations

• Track agent productivity on the respond.io platform with the Close Conversation feature.

Track agent activity on the YesHello platform

Agent productivity can be tracked by how many conversations they have with leads and what activities take place in those conversations. Businesses can use the Close Conversation button to monitor these activities in the Reports Module.

Method Objectives

• Close the conversation when an activity with a lead is completed.

• Monitor all closed conversations.

How-To

Close the conversation when an activity with a lead is completed

To close a conversation with a lead, use the Close Conversation button on top and add an optional Closing Note to provide a summary of the conversation.

In the Closing Note, add a Conversation Category and Summary. For Sales agents, common categories include New lead, follow-up, deal won, deal lost.

Monitor all closed conversations

To monitor closed conversations, use the Conversation List in the Reports Module. The list table shows an overview of all closed conversation, including data such as first response and resolution time, conversation summary and more, within a selected time period.

💡Have a question?

If you have a question, feel free to contact our support team here