The NOVA widget
Processing queue in Kommo
The widget displays the raw trades from the oldest to the newest. The widget allows you to control the processing of transactions. Transactions are placed in the widget in the right panel with a timer. Managers and managers see a queue of transactions to be processed with the time elapsed after being added to the widget. After processing, the transaction disappears from the widget, so the widget always displays up-to-date information on transactions required for processing.
The widget includes transactions in the following scenarios:
Transfer button: when you hover over it, a list of all funnels in the account will drop down. During the transfer, the system searches for an active transaction in the funnel by contact, if it finds it, the system replaces this transaction in the queue, if not, creates a new one.
If this widget does not solve all the tasks and needs to be improved, we can refine it for you.
The widget includes transactions in the following scenarios:
- New deal
- New letter
- New message via messenger
- Missed call
Transfer button: when you hover over it, a list of all funnels in the account will drop down. During the transfer, the system searches for an active transaction in the funnel by contact, if it finds it, the system replaces this transaction in the queue, if not, creates a new one.
If this widget does not solve all the tasks and needs to be improved, we can refine it for you.
Widget Functions
In the widget, you can configure which events transactions will be queued for. By default, all transactions are queued.
After installing the widget, 3 fields will be added to the transaction:
1. n_mess_contact
2. n_mess
3. n_messn_accep
In contact 1 field:
1. n_mess_last_pip
Fields cannot be deleted, otherwise the widget will not work correctly!
When switching to a deal, there will be 2 buttons in the upper right corner:
1. When you click on "Answered", it removes the transaction from the queue
When you click on the "Answered" button, the transaction is removed from the queue, a note is written in the comment to the transaction
2. When you click on "Transfer", you will transfer the transaction to another funnel
When you click on the "Transfer" button, a drop-down menu with all account funnels will appear, the functionality will create a transaction in the selected funnel and add it to the processing queue. In the future, all new client requests will fall into this funnel by default before being transferred to another one. In this way, you can organize the work of several departments.
After installing the widget, 3 fields will be added to the transaction:
1. n_mess_contact
2. n_mess
3. n_messn_accep
In contact 1 field:
1. n_mess_last_pip
Fields cannot be deleted, otherwise the widget will not work correctly!
When switching to a deal, there will be 2 buttons in the upper right corner:
1. When you click on "Answered", it removes the transaction from the queue
When you click on the "Answered" button, the transaction is removed from the queue, a note is written in the comment to the transaction
2. When you click on "Transfer", you will transfer the transaction to another funnel
When you click on the "Transfer" button, a drop-down menu with all account funnels will appear, the functionality will create a transaction in the selected funnel and add it to the processing queue. In the future, all new client requests will fall into this funnel by default before being transferred to another one. In this way, you can organize the work of several departments.
Compact mode
Helps you focus on the queue and complete tasks according to a standardized process
Statistics
In the statistics, you can see how many requests the manager processed per day/per month
Заявка на консультацию
Перезвоним в течение 15 минут
(с 10 до 19 по МСК)
(с 10 до 19 по МСК)
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