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Contacts & Conversations
4 help articlesFind customer details, messages and Mia’s call notes.
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Sales & Follow-Up
4 help articlesKeep leads moving and follow up on customer requests.
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Appointments
2 help articlesFind bookings and record attendance.
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Contacts & Conversations
Find a customer and review their details
Find the existing customer record before calling, updating details or reading notes.
Contacts & Conversations
Find Mia’s call summary and customer notes
Find what the customer told Mia and what your team needs to do next.
Appointments
Find upcoming appointments and booking details
Find the booking and confirm the customer, time and location before an appointment.
Sales & Follow-Up
Find your leads and opportunities
Locate an existing sales opportunity and see its current stage before following up.
Getting Started
Find your way around your account
Know where to go for customer questions, follow-up work and today’s appointments.
Sales & Follow-Up
Mark an opportunity won or lost
Record a customer’s final sales decision while keeping the deal history.
Appointments
Record an appointment’s outcome
After the appointment, record whether the customer attended so your team can follow up correctly.
Contacts & Conversations
Review a customer conversation
Read the latest customer messages and previous answers before your team follows up.
Sales & Follow-Up
Review and complete a follow-up task
Read the request, carry out the follow-up and mark only the completed work done.
Getting Started
Sign in to your Hanna Assist account
Sign in with your own work account and check that you are in the right business.
Contacts & Conversations
Update a customer’s contact information
Correct an existing customer’s details so your team reaches the right person.
Sales & Follow-Up
Update an opportunity’s sales stage
Move an existing deal to the stage that matches the work your team has actually completed.