Managing Campaigns

Round robin a campaign’s qualified leads to your sales teams

Manage qualified leads routing at campaign level using Sales Group

Written by Thu Nguyen
Updated over a week ago

Re-engage leads workflow

Automatically re-enroll leads based on the last interaction date from one campaign to another.

Written by Thu Nguyen
Updated over a week ago

Pause conversation workflow

Automatically pause all conversation with rest of an account when one of the leads get's qualified.

Written by Thu Nguyen
Updated over a week ago

Workflows Overview

Create workflows to automate manual and repetitive tasks.

Written by Thu Nguyen
Updated over a week ago

Cancel a Campaign

How to cancel a campaign

Written by Thu Nguyen
Updated over a week ago

Scenarios, and how your AI Assistant responds

Written by Sam Liu
Updated over a week ago

Email Scheduling

When will my emails be sent?

Written by James Keys
Updated over a week ago

Do Not Contact status

Written by Shivika Arora
Updated over a week ago

Tracking sales rep follow up with leads

Written by Shivika Arora
Updated over a week ago

Canceling specific conversations

Written by Sam Liu
Updated over a week ago

Disputing your AI Assistant's Reply

Written by Shivika Arora
Updated over a week ago

Unsolicited emails

Handling unsolicited emails

Written by Shivika Arora
Updated over a week ago

Overview of Human Review

Written by Sam Liu
Updated over a week ago

Setting the Human Review owner

Written by Sam Liu
Updated over a week ago

Handling Human Review Tasks

Written by Shivika Arora
Updated over a week ago

Duplicated Emails

Conversation cancelled by duplicated email content errors

Written by James Keys
Updated over a week ago

Conversations: Filtering, Bookmarking, and Exporting

Written by Shivika Arora
Updated over a week ago

Leads: Filtering, Bookmarking, and Exporting

Written by Shivika Arora
Updated over a week ago

What happens when I re-import leads?

Written by Shivika Arora
Updated over a week ago

Locating imported leads

Written by Shivika Arora
Updated over a week ago

Unimported leads - What's Next?

Written by Shivika Arora
Updated over a week ago

Updating Existing Leads

Written by Shivika Arora
Updated over a week ago

Understanding conversation statuses

Written by Shivika Arora
Updated over a week ago

Pause and Resume conversation(s)

Manually pause or resume single or multiple of conversations.

Written by Thu Nguyen
Updated over a week ago