At SYNCRO we understand the importance of keeping a database of your leads and customer information, so it was a no brainer to have all leads stored in one convenient place. Here is a quicvk guide on where you cand find this information.

  1. First you’ll need to login to your SYNCRO account. (This can be done on your desktop computer or tablet/mobile device).
  2. Next click on the “My Sites” button located in the top menu.
    manage sites
  3. Then click the “Manage” button.
    manage button
  4. Now click on the “Leads/Conversations” tab.
    SYNCRO leads
  5. You will then be taken to the dashboard of your leads that is broken up into 3 sections: Messages (chat requests), Text Messages (texts sent through the “Text Me Tab” tool), and PowerForm Entries (the contact form you have built through SYNCRO).To view all of the details of a particular chat request/conversation, simply click on the “View” button next to the chat you wish to view.
    View Button
  6. Here you will see the message details such as the date and time, user name, email/phone number, the page the user viewing when they initiated the chat, and more. Below the message details you will also see all messages that took place during the conversation.
    lead information
  7. That is all you need to do!

We are always updating our blog with the latest features, how-to guides, and much more. SO make sure to check back here for more information. If you’re looking to signup for SYNCRO, simply click here.