What is the difference between continue followup and restart followup

Continue Followup

Assistant stops sending any further messages to the lead after one of the below happens:

  1. a response is received from the lead
  2. all the messages are sent out as per the schedule for the lead

You may need to continue follow-up for situation 1 above. Or may have added more followup messages to the schedule and in that case may need to send the remaining messages from the schedule to the lead.

Continue Followup action helps you to let the follow-ups be continued from where it stopped.

You can do it for one lead at a time or for multiple. Lets look at the steps below for multiple leads.

Step-1

Go to ‘Leads’ and filter by the Processed state. Click on ‘Apply’.

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All the leads in the processed state will show up.

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Step-2

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

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Step-3

Go to ‘More Actions’ and select ‘Continue Followup’.

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A message for continued follow-up will show up.

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Step-4

Write the note to save, select the date and time for the messages to continue. The the number of leads for confirmation and click on ‘Yes’.

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Note: All the selected leads will be continued as per the schedule and the next message in the schedule for that lead.

Restart Followup

Restart Followup will start sending the messages for the restarted leads from the first message in the schedule sequence. This action is useful if you want to restart followup for certain leads on a different schedule.

Step-5

Go to ‘Leads’ and filter by Processed state. You can use other filters as required.

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Step-6

Click on ‘Apply’.

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All the leads in the processed state will show up.

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Step-7

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

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Step-8

Click on ‘Restart Followup’.

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A message for Restart follow-up will show up.

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You can also edit the schedule or assign leads to other assistants.

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Step-9

Click on ‘Restart’.

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As you will click on restart all of them will start receiving new messages as per the given schedule.

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

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