How to use 7Targets AI Sales Assistants for Lead Generation and Nurturing

• How assistant suggests a nurturing table from your website

  How assistant suggests a nurturing table by reading your website.

• How exactly does a salesperson drop a lead? How to fix the problem?

  Possible solution when a salesperson drops a lead.

• How to Add More Information in the Email

  How to add information in all the emails which will not be changed by the assistant

• How to Invite new users and manage existing users for your Organisation

  You may want to Invite new users to your Organisation, edit the roles of previous users or even assign an existing assistant to other users in the Organisation

• How to Login when you Forget the Password

  How to login into your account when you forget your password

• How to Nurture leads using AI Sales Assistant

  How to upload lead nurturing information to the assistant so that all the prospects are nurtured.

• How to Process Warm Leads

  How to handle Warm leads. The warms leads are the ones who have opened your emails more than 3 times.

• How to add more details to your assistant

  How to add details to the assistant such as signature, context, default schedule, brochure url, etc.

• How to assign JobAdder Contacts to your 7Targets AI Assistant

  Assigning Contacts from JobAdder to your 7Targets AI Sales Assistant is easy. Follow few simple steps and you can then have your Assistant own the contact for Nurturing as well as update the notes of the work done.

• How to assign existing leads to another AI assistant

  Assign some of the existing leads to another AI assistant and put on a new nurturing schedule.

• How to change the default Introduce Me message?

  Default Introduce Me message is good but you want to change it a little. It is easily possible via the Assistant preference.

• How to edit lead name if you have made spelling mistake

  How to edit lead names if you have made spelling mistake in the lead name itself

• How to exclude certain domains for sending emails

  Preventing the assistant from send emails to certain domains.

• How to find leads who clicked links from the emails

  Filter the leads by their click on particular links.

• How to find leads who clicked links from the emails

  Finding leads who clicked links from the email, that too some specific link will help write a personalized email to that lead. This will help get the response from the lead.

• How to get notified when someone clicks your link

  Keeping the track of particular clicks on link is necessary. These steps are about how to enable "Link clicked notifications".

• How to introduce salesperson to AI assistant

  This is about how we can introduce actual human salesperson to AI assistant.

• How to introduce yourself (a salesperson) in a Lead<->Assistant communication

  An AI assistant interacts with hundreds of leads in parallel. When a lead responds to the AI assistant and asks for a meeting, now the AI assistant needs to introduce her boss to take the conversation forward.

• How to make calls to leads from 7Targets easily

  Calling is an important aspect of lead conversion. Knowing whom to call and keep a tag of the call result is critical to simplify the calling process. 7targets make this task easy for you.

• How to make your own Schedule

  How the assistant should followup i.e. what message to send, after how many days, etc.

• How to manage Lead States and Tags

  AI Sales Assistant will categorize the leads in various states based on the followups and responses. These states are there for the user to help focus on the right leads for conversion.

• How to notify team members immediately, when you get a response from one of your leads

  How to add team members so that they can receive notification from assistant whenever a lead responds to you.

• How to prepare an excel sheet to upload multiple leads

  What is the format of the excel sheet and from where to download it.

• How to see What Happened to the Uploaded Leads

  How to see what happened to the leads that were uploaded from a file. Why were some leads not added, what's the status of those leads that were successfully added.

• How to send Webinar Invitations to Selected Audience within minutes

  How to send Webinar invitations to Selected Audience within minutes, such as to engaged leads or warm leads.

• How to setup AI Sales Assistant

  How to setup a new AI sales assistant. (for example the name, designation, email address, etc)

• How to stop getting notifications

  These steps are about How to stop getting notification of leads or how to disable them.

• How to update mismatched names and email addresses at scale

  How to change mismatched data such as name and email addresses.

• How to upload multiple leads

  How to upload multiple leads from an Excel sheet

• How to verify, approve and then add leads from a excel file

  How one user uploads an excel file, then approver verifies and add the leads.

• What is the difference between continue followup and restart followup

  Continue followup and Restart followup are two different actions and purpose. Let's understand these actions in details