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Managing Campaigns
Managing Campaigns
Gabriel Lim avatarSam Liu avatarShivika Arora avatar
By Gabriel and 3 others4 authors24 articles
Round robin a campaign’s qualified leads to your sales teams
Re-engage leads workflow
Pause conversation workflow
Workflows Overview
Cancel a Campaign

Managing Your Campaigns


Scenarios, and how your AI Assistant responds
Email Scheduling
Do Not Contact status
Tracking sales rep follow up with leads
Canceling specific conversations
Disputing your AI Assistant's Reply
Unsolicited emails

Human Review


Overview of Human Review
Setting the Human Review owner
Handling Human Review Tasks

Leads and Conversations


Duplicated Emails
Conversations: Filtering, Bookmarking, and Exporting
Leads: Filtering, Bookmarking, and Exporting
What happens when I re-import leads?
Locating imported leads
Unimported leads - What's Next?
Updating Existing Leads
Understanding conversation statuses
Pause and Resume conversation(s)
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