Why Choosing a Person of Contact Matters
Selecting the right Person of Contact ensures that prospects engaging with your business through the Inkris platform connect with the most relevant team member. This enhances response times, builds trust, and improves conversion rates.
The Person of Contact is the team member displayed to incoming leads when they submit an inquiry on your platform. This designation does not impact notification settings—lead notifications will still follow the configured settings for your workspace.
Choosing the Right Person of Contact
The selection of a Person of Contact should align with your business needs. For instance:
If your business has a dedicated sales team, assign the most responsive sales representative.
If your focus is on customer service, choose a team member specializing in handling inquiries efficiently.
If you’re managing leads yourself, you can remain the default contact.
Adding a Team Member as a Person of Contact
If you want to assign a Person of Contact other than yourself (the workspace owner), you must first invite them to your workspace. They must accept the invitation before they become available for selection.
Note: Additional team members beyond your plan may incur extra charges.
Managing the Person of Contact
Follow these steps to update the Person of Contact for inquiries:
Go to Person of Contact Settings: Navigate to Settings > Marketplace Inquiry & Lead Settings > Notifications & Person of Contact.
Select the Team Member: Under the Person of Contact section, use the dropdown menu to choose the team member you want to display to prospects.
Save Changes: Click Save to update the settings.
Once saved, the selected team member will be displayed as the primary contact for incoming inquiries.
Important: Updating the Person of Contact does not change how inquiry notifications are delivered within your team.