Defining lead handoff reps

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Qualified leads can only be handed off to reps that are stored within the Saleswhale app. You can easily add and remove sales reps through your settings; hover over your initials on the toolbar and select "Customise Assistant."

 

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Qualified Leads Handoff

Qualified Leads Handoff consists of the list of sales reps you would like the bot to handover to when the leads are qualified. Once we handover the lead, the bot will no longer do any follow-ups on this lead. 

We will do the handover to your sales rep by CC-ing them in an email that looks like this:

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For now, we support handover to one sales rep - in either a round-robin fashion, to a particular sales rep or to the original lead owner.

If your leads already have owners, read more about how you can pre-define designated lead owners.

 

Add a Sales Rep

Select "Add Sales Rep" under the Qualified Leads Handoff section. 

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Enter your sales reps details in the corresponding fields. While adding a sales rep, you also have the option to add their unique calendar link to include in sequences and touchpoints. Using calendar links in your bot's handover email allows for prospects to proactively book time with sales reps.

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Calendar Hyperlink

  • Rep Calendar Link: URL to the reps calendar (note: must have http://)
  • Rep Calendar Link Text: text to appear for the hyperlink (note: this dynamic text is unique to each sales rep)

Using the calendar link in your touchpoints and messages. 

 

Delete a Sales Rep

Under Qualified Leads Handoff, locate the delete button to the right of the sales rep you would like to delete. Press the button to delete.

 

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If the Qualified Leads Handoff rep you wish to delete is the lead owner of any leads in the Saleswhale app, you will be prompted to select a new lead owner.

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From the drop down list, you can choose to transfer all leads to a new rep or to not attribute these leads to any rep. Without a lead owner, the lead would follow a round robin qualification process.

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Once you have made your selection, you should select "Confirm" to finalize the transfer and delete.

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