The whole point of the Concierge is to connect — so a helpful conversation can become a new relationship in your CRM.
From question to contact
As the Concierge helps a visitor, it can collect their name and contact details. When it does, it creates a Person in your People CRM, marked so you know they came in through the Concierge.
Follow up
- Open People — new contacts appear alongside everyone else.
- Review what the visitor asked about so your follow-up is relevant.
- Add them to a workflow, a pathway, or a list, just like any other contact.
Common questions
- How do I tell which contacts came from the Concierge? They're marked by source in People, so you can find and filter them.
- What if someone just asks a question and leaves? No problem — only visitors who share their details become contacts.