Client Profiles
Save names, phone numbers, IDs, lead status, priority, payment status, summaries and private notes beside each conversation.
What this feature does
Save names, phone numbers, IDs, lead status, priority, payment status, summaries and private notes beside each conversation.
Why it matters
Client Profiles reduces the gap between a social conversation and the structured business record required for reliable sales, service and reporting.
How to use it
Open the relevant client conversation, select the client profiles area in BDSocialLead, enter only verified information and save the record.
Recommended workflow
Keep one source of truth, update the record immediately after meaningful customer activity, and use follow-up dates instead of relying on memory.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.