We have added a great feature to the Inbox Section to boost your productivity and avoid delaying your workflow.
Features of Conversation Details:
Prospect Information:
The Conversation Details panel displays all relevant information about the prospect, including email, phone, location, title, company, and campaign source.
Campaign Participation:
If a prospect is included in multiple campaigns, all campaign names will be mentioned in their conversation details within the Leadoku inbox, separated by commas. This provides a comprehensive view of the prospect's engagement history.
Note Addition:
You can also add important notes regarding the sales process, prospect's status, or other relevant information. This feature ensures you have all the necessary details at your fingertips, enhancing your ability to manage and follow up on conversations effectively.
How to Use Conversation Details
View Prospect Information:
Access the Conversation Details panel to see all the pertinent information about your prospect.
Check Campaign Participation:
Look for the section where campaign names are listed to understand all the campaigns the prospect is involved in. This will help you tailor your communication and follow-up strategies. Simply click on the name to be directed to the Campaign content.
Add Notes:
Use the notes section to document any critical information about the prospect. This can include their current status, any specific requirements, or the next steps in the sales process.
If you need assistance along the way, please feel free to message us within the app or email us at info@leadoku.io
Happy Growing!
The Leadoku Team