Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.

User has multiple ways of handling this situation.

• Introduce yourself or someone in the team to take the discussion ahead.
• Send email as Assistant

If user do not take care of the response in 24 hrs then lead is marked at risk and Assistant follows up with the lead owner, which the user can disable if the action is taken outside of the system.

Introduce Self

On clicking the link receive in the notification email, you will be taken to the specific lead.

You can then click on More->Introduce Me, which gets you some sample message which you can eit as require. Add more emailids in CC as require. Then click on Send email or Schedule the email to be sent.

Email as Assistant

On clicking the link receive in the notification email, you will be taken to the specific lead.

You can then click on Reply button. This will open a sample message, which you can edit and make it personal and then send the email.

If you have any further doubts, you can directly mail us at support@7targets.com.