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5 short steps in your portal

How to answer a lead who replied

A lead replies, the message sits in one inbox, and you answer two days late. Before you look, NineTen AI has read and tagged the reply, and stopped or delayed that person's campaign emails. If you joined Telegram alerts, a message has named the lead. If AI replies are on, a draft may be waiting. Here is how to answer.

Before you start

Step 1 of 5

1

See who replied on Home

Home shows your three newest warm replies, and how many people replied this week.

  1. Open Home in your portal.
  2. Read the top line. It says how many people replied to you this week.
  3. Find the Warm leads box. Each card shows the person, their company and the first line they wrote.
  4. Look at the chip on a card. It reads Pricing, Question or Meeting.
  5. Click See all replies, or See all messages, to open Inbox.
A sample Home page with numbered pins on the top line, a warm lead card, its chip and See all replies.
  1. Top line how many people replied to you this week.
  2. A warm lead the person, their company and the first line they wrote.
  3. The chip Pricing, Question or Meeting: what they are asking for.
  4. See all replies opens Inbox, where you read the whole reply.
What you should see

A line that says how many people replied, and a card for each warm reply.

Step 2 of 5

2

Read the whole reply in Inbox

Home shows one line. Inbox holds the whole conversation.

  1. Click See all replies on Home, or open Inbox in your menu.
  2. If you see chips along the top of the list, click Email.
  3. Find the row. Each conversation has a tag. The Question chip on Home is called Know more in Inbox.
  4. Click the row to read every message in the conversation, oldest first.
What you should see

The whole conversation on the right, with your emails and their replies in order.

Step 3 of 5

3

Answer from the reply box

The reply box sits under the conversation. Your answer goes out from the mailbox the reply came to.

  1. Type your answer in the box under the conversation.
  2. Click Send reply.
  3. Click Confirm & send when it asks you to check.
What you should see

Your answer in the conversation, marked sent.

Step 4 of 5

4

Open their record in My leads

The cards on Home cannot be clicked, so go through My leads.

  1. Open My leads in your portal.
  2. Stay on the Everyone tab. It holds every lead you have.
  3. Type their email address or company name in the box, then click Search.
  4. Click the person to open their record.
A sample My leads page with numbered pins on the Everyone tab, the search box and the person found.
  1. Everyone every lead you have. Search from here.
  2. Search type their email address or company name, then click Search.
  3. The person click their name to open their record.
What you should see

Their record open on screen. It lists the emails you sent, when they opened them, and the first line of their reply.

Step 5 of 5

5

Mark where it stands

The record has four buttons for your own notes.

  1. On their record, find Where it stands.
  2. Click Met, Quoted, Won or Not now.
  3. Right after saving, click Undo if you pressed the wrong one.
What you should see

Your choice highlighted, with a line that says Saved and an Undo button.

Check Home each day for new replies. Answer in Inbox, then mark the lead once you know how it went. For more habits, read Best practice for handling replies.

Stuck? Send us a screenshot on WhatsApp.