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, sequence, 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.
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 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.
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.
Restart Followup action will start sending the messages for the restarted leads from the first message in the sequence. This action is useful if you want to restart followup for certain leads on a different sequence.
Reply action will enable you to reply to the lead as Assistant.
- User can leave a note by clicking the
Add Note button.
- Clicking on
Cold button lets user manually mark the lead Cold.
By clicking on
More option you can see various options open up.Following is the explanation of them:
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 or Applying filters to the Leads
You can filter and search leads using different filter criteria as explained below:
- Duration based search can be on
Sequence based search lets you specify one or more Sequences 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.
State based search lets you specify one or more lead States.
Unsubscribed states lets you also pick from the relevant sub-state.
Has Phone Number based search lets you search by if the lead has a phone number
Completed followup leads based search lets you search by leads whose followup has been completed
Leads with number of followups 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.
Owner based search lets you specify one or more Owners in the filter criteria.
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
Broadcast based search lets you search leads based on broadcast messages.
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.
- How I stop the future follow-ups for leads ?
- How do I change the sequence 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 sequence ?
- Can I filter by tags or links clicked ?