How to use Doculens with 7Targets
Doculens provides the important value of time spent by the lead on each page of the document. The links going via emails sent by the Assistant will provide this important insight
Apart from new lead follow-up, customers use AI Assistants for Quotation followups, proposal follow-ups, and payment followups as well. All you need to do is to CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead.
Follow these simple steps to exclude domains and email addresses.
Create schedule for EmailCC. You can clone
Recommended for Email CC schedule already existing in Org Messages under Schedule.
Note, For Email-CC schedules, follow-up will start with the SECOND message. Your email, where you cc the assistant is considered as the first email, hence the first email in the E-mail CC schedule is ignored.
Go to assistant and click on
Edit Assistant or you can create a new Assistant too.
Scroll down and click on
Defaults to expand
For Default Email-CC Schedule, choose the schedule you created for e-mail CC in step1 from the drop-down list.
Scroll down and click on
Options to expand it
Add Lead when assistant is Cc'ed in email,
Mark Email CC Leads at risk when Processed with no Response and
Automatically add Lead referenced in out of office email. Blue tick appears as you select/check them.
Click on the
Save button on the bottom left corner of your screen
Copy AI Assistant Email address
Open your email client (Gmail, Outlook, etc.) to send an email to the lead and CC the assistant by pasting the assistant e-mail id we copied in step 9. [Note, The Email address you use to add leads using the E-mail CC feature must be ‘Assistant user’ Link to check assistant user https://solution.7targets.com/assigned-to-users]
Assistant will send a confirmation email notification after the lead is added, so you can make any changes if you want to. How does the Assistant decide the name for this lead ? Read here
Click on the View lead button in the mail received in step 10 to view lead in 7Targets. Correct name or anything else you want to.
Email CC Lead Reserve is one important preference to keep note of.
By default 5% leads are reserved for Email CC source. Other leads sources, like bulk file upload will not be able to use this reserve.
You can add more leads using Email CC than the ‘reserve’ count mentioned above. But other lead sources like bulk file upload will not be allowed to use Email CC lead reserves.
If you have any further doubts, you can directly mail us at email@example.com.