How to assign existing leads to another AI assistant

Sometimes you might want to assign some of the existing leads to another assistant with a different nurturing schedule for a different offering.

In 7Targets, you can easily assign existing leads to new assistants. It involves filtering and getting those leads which needs to be assigned to another Assistant, selecting all of them and then using the Restart Followup action.

Here is the complete guideline of how you can do that by following simple steps.

Step-1

Go to ‘Leads’.

image

Step-2

Click on ‘Assistants’ and select the assistant whose leads you want to filter.

image

Step-3

Click on ‘Apply’

image

Step-4

If you want to apply more filters.

Click on ‘Schedules’ and select the filter you want to apply. You can apply more such filters to get the list of leads which needs to be assigned to another Assistant.

image

Step-5

To assign all the filtered leads to different assistants select all the leads.

To select all the leads at once, just click on ‘Select all ‘n’ leads’.

image

Step-6

Click on ‘Restart Followup’.

image

After you will click on the restart follow-up. A new page will appear.

image

Step-7

Select the assistant to whom you want to assign the leads.

image

Step-8

If there are multiple users you can also change the user too.

image

Step-9

Type the context.

image

Step-10

Write down the additional information if you want to provide any.

image

Step-11

Select the appropriate schedule.

image

If new value is not provided for these fields on this page then existing values from the existing lead will be used.

Step-12

Note the comment about the number of leads. Click on ‘Restart’.

image

Note: After clicking restart, all the selected leads will be restarted. Unsubscribed or Invalid emails will be skipped.

This is how you can assign leads of one AI assistant to another assistant.

If you have any further doubts you can directly mail us at info@7targets.com.

×

Subscribe

The latest tutorials sent straight to your inbox.