Follow-up Emails Not Threading Together
Understanding why follow-up emails might not appear in a single thread when CCing an assistant.
Knowledge Base for 7Targets AI Sales Assistant aka Virtual Sales Assistant
Our customers generally create a list of contexts that are relevant for them and publish those to their internal team. All leads getting added, the team uses one of the contexts you approve, so all emails go correctly. The context once used is remembered and is searchable too in that field while adding the lead. Following image shows the demo Context being used while adding a Lead.