8 tips

Best practice for handling replies

Eight tips to answer replies fast and keep track of them. The portal does the sorting, so you can put your time into the answer. For the steps themselves, see How to answer a lead who replied.

What the portal already did for you

Every reply is read and tagged, and that person's campaign emails stop or wait.

A meeting, pricing or question reply also moves the lead's stage. A not interested reply takes them off your emails. If you joined Telegram alerts, a message names the lead.

Hear about replies fast

Answer the same day.

A lead who just replied is still thinking about you. A quick answer keeps the talk going.

Get replies on your phone.

Open Settings, then Alerts, and scan the code with Telegram. Send the link to each colleague who should hear about replies: everyone who joins gets the same alerts.

Read the chip first.

Pricing means they asked about price, Meeting means they want to meet, and Question means they want to know more. Answer Pricing and Meeting first.

Answer well

Answer in the Inbox conversation.

Your answer goes out from the mailbox the reply came to and stays in that conversation. It does not show on the lead's record.

Their campaign emails already stopped or wait.

A meeting, pricing or not interested reply stops that person's campaign emails. Any other reply makes their next email wait 14 days. In a campaign that runs on fixed dates, any real reply stops their emails.

Let the AI draft routine answers.

If AI replies are on and set to Draft mode, a draft waits in Inbox for you to read, fix and approve.

Keep track

Mark where it stands.

On the lead's record, click Met, Quoted, Won or Not now. It is your own note and changes no numbers.

Check your meeting reminders.

Look in Settings, on the Channels tab, at the Appointment reminders card. It shows once your calendar is connected. A WhatsApp reminder goes out 24 hours before a meeting. It needs reminders on, WhatsApp connected and a phone number on the appointment.