Managing Campaigns

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21 articles in this collection
Written by Thu Nguyen, Sam Liu, James Keys and 1 other

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 yesterday

Cancel a Campaign

How to cancel a campaign

Written by Thu Nguyen
Updated yesterday

Managing Your Campaigns

Scenarios, and how your AI Assistant responds

Written by Sam Liu
Updated yesterday

Email Scheduling

When will my emails be sent?

Written by James Keys
Updated yesterday

Do Not Contact status

Written by Shivika Arora
Updated yesterday

Tracking sales rep follow up with leads

Written by Shivika Arora
Updated yesterday

Canceling specific conversations

Written by Sam Liu
Updated yesterday

Disputing your AI Assistant's Reply

Written by Shivika Arora
Updated yesterday

Unsolicited emails

Handling unsolicited emails

Written by Shivika Arora
Updated yesterday

Human Review

Overview of Human Review

Written by Sam Liu
Updated yesterday

Setting the Human Review owner

Written by Sam Liu
Updated yesterday

Handling Human Review Tasks

Written by Shivika Arora
Updated yesterday

Leads and Conversations

Duplicated Emails

Conversation cancelled by duplicated email content errors

Written by James Keys
Updated yesterday

Conversations: Filtering, Bookmarking, and Exporting

Written by Shivika Arora
Updated yesterday

Leads: Filtering, Bookmarking, and Exporting

Written by Shivika Arora
Updated yesterday

Filtering Leads Based On "Point of Contact"

Written by Shivika Arora
Updated yesterday

What happens when I re-import leads?

Written by Shivika Arora
Updated yesterday

Locating imported leads

Written by Shivika Arora
Updated yesterday

Unimported leads - What's Next?

Written by Shivika Arora
Updated yesterday

Updating Existing Leads

Written by Shivika Arora
Updated yesterday

Understanding conversation statuses

Written by Shivika Arora
Updated yesterday