To manually enter a new client in Sirena, just follow these steps:
- Go to the side panel on your screen and click this icon:
- For agents:
- For administrator:
2. Fill out the form with the client's information.
3. If you are an administrator user, you must assign the contact to an agent or group
4. Click "Save" in the upper right hand corner.
Note: By default, this option is selected and allows the client to appear directly in the agent’s portfolio.
In case you add the client without this option selected, the contact will be in the Unassigned inbox
IMPORTANT: The origin channel indicates how the client found your business. It is very important to talk to your manager so you know what option to select in any given case. If you choose randomly, the Marketing team will miss out on valuable information.
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