How to prepare an excel sheet to upload multiple leads
What is the format of the excel sheet and from where to download it.
Existing leads assigned to the Assistant can be viewed with detail information in the Lead List.
Filtering and Searching is possible. You can filter by
dates, state, assistant, schedule, upload files. And can type part of the
name, email or phone number to search specific lead.
On click of the lead row, it expands to show the possible actions and timeline graph.
Email communication between the lead and the Assistant can be seen in the timeline view on expanding a specific lead from the lead list.
Timeline view shows all the communication done and is scheduled as per the timeline. Clicking on any of the dates in the timeline view shows the message that was Sent or Received or any Note created. Note the scheduled messages along with the schedule date. Assistant will send similar message as shown in the scheduled message, if it is a generated message. But if it is your custom message then it will send the right one.
Various actions are possible on a lead seen in the lead list.
Message action lets the user view the message exchanges till now as well as let you type a new
message as assistant.
User can leave a note by clicking the
Add Note button.
Deactivate action is useful when a user have asked to stop sending further emails.
User may have communication with the lead outside the system, like on SMS or phone call. Clicking on
Hot button lets user manually mark the lead Hot.
Introduce Me is an important action. Assistant will send an email to the lead copying the user in that email. So that user is formally introduced and can take the communication ahead when the lead responds.
Unsubscribe action lets user manually unsubscribe a lead. Once a lead is unsubscribed it cannot be added back for any other lead source or context.
Edit action let you change the attributes like Name, Schedule, etc other than the email address.
Restart action lets you changed attributes like Source, Assistant, Context, Additional Info, Schedule and Next Followup Date.
To restart multiple leads, you can select all the leads across all the pages. This is an asynchronous action, it may take few second to 1-2 mins depending on number of leads and the load on the system. After waiting for sometime, you can refresh and note the change is applied to the selected leads. Some leads like Unsubscribed, Bounced emails, etc cannot be restarted and those would be skipped.
Can I export the leads into a csv or excel ?
Leads in the leads list can be exported by clicking on the export icon.
The export csv file contains below fields.
FirstName, LastName, Phone, Email, Company, Designation, Industry, State, SubState, Followup, CreatedDate, Assistant, LeadOwner
You can filter and search leads using different filter criteria as explained below:
Schedulebased search lets you specify one or more Schedules used by the leads in the filter criteria.
Contextbased search lets you specify one or more Contexts used by the leads in the filter criteria.
Statebased search lets you specify one or more lead States.
Unsubscribedstates lets you also pick from the relevant sub-state.
Followup Rangebased search lets you filter leads in that specific range number of followups completed. By default, all leads irrespective of number of followups completed are shown. In other words, all leads with 0 or more followups completed will be shown by default.
Assistantbased search lets you specify one or more Assistant in the filter criteria.
Userbased search lets you specify one or more Users in the filter criteria.
Uploaded Filesbased search lets you specify one or more Uploaded Files in the filter criteria.