Qualifying a contact

Prepare

• document the offer and qualification criteria;
• Create a short form with the necessary fields;
• Connect HubSpot or Odoo if you want to save the qualification;
• set permissions to write.

Recommended course

1. ELChat responds from the knowledge of the site.
2. An CTA opens the form at the right time.
3. The visitor provides information.
4. The administrator can convert the visitor to a user.
5. An authorized commercial agent searches or creates contact in the CRM.
6. Permission requires confirmation if writing is sensitive.

Just ask for the useful data. A qualification must be based on observed answers, not on an inference presented as certain.