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Profile and general preferences of your Parrot CRM



In this section we will customize various features of your profile and account that will help you to set up your preferred settings.

How to set up your Parrot Profile?

To access your profile settings, go to the upper right corner and click on your user name and look for the "Profile and preferences" option.

There you will be able to make some custom settings such as:

  • Profile picture or avatar.
  • Profile name and email address.
  • Preferred language.
  • Main inbox.
  • Switch to night mode.
  • Activate viewer mode.
  • Mark as main sale automatically.
  • Add alternative emails.

How to add a profile picture to my account?

As easy as dragging an image or uploading a photo from your computer so that other users can identify you easily.


Cambiar tu nombre completo y correo del perfil:

Completa la información de la ficha de perfil para tener mejor control sobre tu cuenta.


How does Parrot CRM distribute the messages that arrive in my Inbox?

Parrot automatically classifies the messages that arrive in your inbox according to the status or current stage of each of your conversations.

You will be able to quickly find those messages that are from new conversations, conversations that are already active but need your response, unread conversations, read conversations and conversations which last message was sent by you or someone from your team.

To optimize your employees' time and allow them to divide their work efficiently, Parrot CRM classifies each of the messages from the conversations you have with your customers into the following statuses:

All

This is the equivalent of a traditional email inbox such as Gmail, Outlook, Yahoo, etc. Here you will find all the conversations regardless of whether it is a new customer, a customer already handled or a message that is in any other stage of your sales funnel. Your conversations will be sorted by date, from the most recent to the oldest.

New

This category automatically filters out new conversations that have not been read by you or your team. In other words, you will only find messages from customers who have contacted you for the first time and have not been answered.

No response

Within this category of your Inbox you will find those conversations in which the last message is from a customer or lead that have not had a response from you or your team members.This category is one of the most important for many of our Parrot CRM customers, as it allows companies to quickly recognize the leads that have not yet been read.

Follow-up

Identify those conversations where the last message was sent by you or your sales team but there was no response from your customer. This category of your Inbox works as the secret weapon to recognize those conversations with customers that require a follow-up by your team and reactivate the possible sale.

Choose the main category of your Inbox

In successful companies, each employee in the sales department has a specific role in sales, including: making the first contact, sending price quotations, following up, closing sales, customer success and after-sales service.

Parrot CRM allows each user in your company to choose which Inbox category according to their role is the most useful, the most used or the one they should focus their time on, and see that category by default every time they log in.

This is what a Parrot CRM Inbox looks like without choosing a main or favorite category:

SCREEN

Así se ve una Bandeja de Entrada de Parrot CRM para un vendedor que está enfocado en cierres y seguimientos:

SCREEN

Así se ve una Bandeja de Entrada para un vendedor que manda cotizaciones y presupuestos iniciales:

SCREEN

How to change the language of Parrot CRM?

  • Go to your profile settings located in the upper right corner and click on your username.
  • Look for the "Profile and preferences" option and click on the "Language" option.
  • Select the language in which you would like to view the platform and save the changes.


How to activate or deactivate the night mode?

For our users who prefer a dark colored interface for reading in low light environments, Parrot CRM has a "Dark mode" that is perfect for them.

You can enable/disable it by following these simple steps:

  1. Go to your profile settings located in the upper right corner and click on your username.
  2. Look for the "Profile and preferences" option and locate the "Night mode" option.
  3. Click on the switch button to activate the night mode in which you would like to view the platform and save the changes.


Detector de Presencia

Lo más común es que Parrot CRM sea utilizado por más de 1 usuario en cada empresa, y para evitar que varios vendedores atienden al mismo cliente o dupliquen respuestas, existe una funcionalidad de detección de presencia que te permite observar si hay otros vendedores dentro de una conversación en un momento dado, y de la misma forma ellos pueden ver tu usuario.

El detector de presencia de Parrot muestra a los usuarios de estas dos formas

Screen

Modo espectador.

El modo espectador en Parrot CRM te permite navegar entre los mensajes de tu Parrot CRM y evitar las siguientes dos acciones:

  1. Otros usuarios de Parrot no detectarán tu presencia, y tu usuario no les será visible dentro de las conversaciones en las que te encuentras.
  2. Las conversaciones que visites no se marcarán como “leídas”.

Esta función es muy útil para supervisores, o bien para no confundir a tu equipo si un mensaje ya fue atendido y sólo te encuentras realizando una revisión, o buscando algún mensaje en específico.

¿Cómo activar el modo espectador ?

  1. Dirígete a la configuración de tu perfil ubicado en la esquina superior derecha y da click sobre tu nombre de usuario.
  2. Busca la opción de “Perfil y preferencias” y localiza la opción de “Modo espectador”.
  3. Da click en el botón tipo switch para activar el modo espectador y guarda los cambios.
  4. Ahora podrás revisar y navegar a través de las conversaciones sin que se marquen como leídas y que tu usuario no se registre en el detector de presencia.


Marcar como venta principal automáticamente

Esta función te dará la autoridad de establecer las oportunidades de venta que modifiques como principales de forma automática. Sin duda es una funcionalidad que está pensada para gerentes y líderes de ventas que llevan las riendas de los negocios.

Activa el switch si deseas que todas las Oportunidades de ventas en las que intervengas se marquen como principal o mantenlo desactivado para continuar con una configuración estándar.