How to use Doculens with 7Targets
Doculens provides the important value of time spent by the lead on each page of the document. The links going via emails sent by the Assistant will provide this important insight
There are many scenarios where you may not want to just stop the followup for some leads. You may have used Deactivate action for this before. With Deactivate action, you lose the existing lead status like Warm, Responded, etc.
So we have come up a new action called “Stop Followup” for the selected leads. This action will not do anything else than just stopping the Followup.
You can come continue followup for these leads later if that need arises.
Follow these simple steps to Stop Followup for leads.
After signing in your account, click on the Leads menu to see you lead list.
You can search for the lead you want to stop followup. Click on More and Stop Followup.
After Stop followup action, you could note that the Next Followup values shows “No Followup Scheduled”, as in below image.
You can select multiple leads and get to Stop Followup action from More Actions. Provide the note and confirm the action. It takes few mins for this action to complete depending on number of leads selected.
If you have any further doubts, you can directly mail us at email@example.com.