Lead List

Existing leads assigned to the Assistant can be viewed with detail information in the Lead List.

Filtering and Searching is possible. You can filter by dates, state, assistant, schedule, upload files. And can type part of the name, email or phone number to search specific lead.

On click of the lead row, it expands to show the possible actions and timeline graph.

Lead Timeline

Email communication between the lead and the Assistant can be seen in the timeline view on expanding a specific lead from the lead list.

Timeline view shows all the communication done and is scheduled as per the timeline. Clicking on any of the dates in the timeline view shows the message that was Sent or Received or any Note created. Note the scheduled messages along with the schedule date. Assistant will send similar message as shown in the scheduled message, if it is a generated message. But if it is your custom message then it will send the right one.

Lead Actions

Various actions are possible on a lead seen in the lead list.

Message action lets the user view the message exchanges till now as well as let you type a new message as assistant.
User can leave a note by clicking the Add Note button.
Deactivate action is useful when a user have asked to stop sending further emails.
User may have communication with the lead outside the system, like on SMS or phone call. Clicking on Hot button lets user manually mark the lead Hot.
Introduce Me is an important action. Assistant will send an email to the lead copying the user in that email. So that user is formally introduced and can take the communication ahead when the lead responds.
Unsubscribe action lets user manually unsubscribe a lead. Once a lead is unsubscribed it cannot be added back for any other lead source or context.
Edit action let you change the attributes like Name, Schedule, etc other than the email address.
Restart action lets you changed attributes like Source, Assistant, Context, Additional Info, Schedule and Next Followup Date.
Continue Followup action lets you continue the Followup from where it stopped. This action is useful when Assistant may have received a response and you replied back too, but want to continue the remaining messages of the schedule for nurturing purpose.
Remind Me at times you may want to set a reminder for yourself on a specific lead and this action serves that purpose. Your Assistant will send you the reminder email on the set date and time.
Action on multiple leads, multi select is an option to select multiple leads across one or multiple pages. After selecting multiple leads, select the action to be taken on them. This is an asynchronous action, it may take few second to 1-2 mins depending on number of leads and the load on the system. After waiting for sometime, you can refresh and note that the action/change is applied to the selected leads. Some actions, like Restart, Continue Followup are not possible on some leads like Unsubscribed, Bounced emails, etc and those would be skipped.

Export Leads

Can I export the leads into a csv or excel ?

Leads in the leads list can be exported by clicking on the export icon.
The export csv file contains below fields.

FirstName, LastName, Phone, Email, Company, Designation, Industry, State, SubState, Followup, CreatedDate, Assistant, LeadOwner

Filter Leads

You can filter and search leads using different filter criteria as explained below:

• Duration based search can be on Created, Modified or Next Schedule Date
• State based search lets you specify one or more lead States. Deactivated and Unsubscribed states lets you also pick from the relevant sub-state.
• Schedule based search lets you specify one or more Schedules used by the leads in the filter criteria.
• Context based search lets you specify one or more Contexts used by the leads in the filter criteria.
• Followup Range based search lets you filter leads in that specific range number of followups completed. By default, all leads irrespective of number of followups completed are shown. In other words, all leads with 0 or more followups completed will be shown by default.
  To filter leads where at least 4 followups have been completed, you can specifically select 4 as the minimum range, and 20 as the maximum range. One cannot have a sequence of messages more than 20 followups, hence 20 is the maximum number of followups.
• Assistant based search lets you specify one or more Assistant in the filter criteria.
• User based search lets you specify one or more Users in the filter criteria.
• Uploaded Files based search lets you specify one or more Uploaded Files in the filter criteria.
• Clicked links can be used to filter out leads who have clicked one or links from the emails received. You also also type a link to search for clicked, and filter leads who has clicked a specific link.
• Tags lets to filter the filter the leads having one or more selected tags. At times you may want to filter leads not have specific tags this is available under Advanced Filter

Questions answered

• How I deactivate the follow-ups for single lead ?
• How do I change the schedule of few selected leads ?
• How do I search specific leads ?
• What do I do when Lead Responds ?
• Can I restart multiple leads by changing the schedule ?
• Can I filter by tags or links clicked ?