How do I schedule different Leads to send emails on different date ?
When you want to schedule emails to go on pre-determined date for individual leads so that all leads won't be scheduled on single day.
How to categorize leads as Cold, Warm, and HOT ?
Cold leads
Those leads who opened less than 3 emails are categorized as cold leads.
Warm leads
Those leads who
- have opened 3 or more emails or clicked on link in the email
- asked for brochure or company profile
- asked to contact later
are categorized as warm leads.
Hot leads
Leads who respond positively asking for meeting are marked as HOT leads.