SalesRobot Smart Inbox Overview
One of the most difficult and overwhelming things is managing messages from LinkedIn and email. Now, with SalesRobot's Smart Inbox, you can definitely make it much easier! Features: Consolidated View: See all your LinkedIn and email communications in one place. Advanced Filters: You can filter your conversations by name, accounts, tags, response status, etc. FollowFew readersHandling Lead Replies: Your Next Steps
You've put together an amazing campaign in SalesRobot, and now you are probably wondering what happens when a lead replies to your messages. Will SalesRobot automatically continue with the sequence, or will it pause? And what if they respond to a connection request? Will they stay in the sequence or be taken out? No worries, I've got you covered! With SalesRobot, if a lead replies to your connection request, message, or InMail, all further actions—including follow-ups—will be paused.Few readersHow to Move Prospects from Inbox to a New Campaign
With the help of SalesRobot, it is easy to add prospects from your Inbox to another campaign. This transition is going to be smooth if you follow these easy steps: Going to Your Inbox: • Log into your account on SalesRobot. • Hit the Inbox button from the main dashboard. Prospect Selection: Find the prospect(s) you want to move. Use the search function or scroll through your messages. Choose the Campaign: Once you have selected the prospects, click on theFew readersHow To Mark Chats Read or Mark Replied
There are 3 ways to mark chats read or mark replied in SalesRobot. Method 1: Manually Go to the Inbox tab. Click on the chat that you want to mark as read or replied. Click on the eye icon to mark as replied. Method 2: Using Filters Go to the Inbox tab. Click on the More Filters button. Select Mark Read on Click. Click on the chat that yoFew readersEmail Inbox
Email Inbox is a tool that allows you to manage your email responses to sales prospects. It is similar to the LinkedIn inbox, but with some key differences. How to Use: Go to the SalesRobot -Inbox. Switch to Email tab Click on an email to view the details. To add to a sequence, click on the button at the left corner of the reply box. Features: Check email responsesFew readersStreamline Your Inbox with SalesRobot Filters
An efficient inbox certainly holds the key to being organized about what really matters in life. With SalesRobot, at the core of it—the Smart Inbox is enriched with loads of powerful filters, which can be useful in sailing through messages quickly and easily. Be it zooming in on potential customers, reviewing messages from certain campaigns, or going through different statuses and tags—SalesRobot got your back. Below is an image of the filters available within the SalesRobot smart inbox:Few readersHow to Continue a Sequence After a Lead’s Response
In SalesRobot, the automated sequence pauses when a response is detected, which ensures you don't overwhelm your leads or come across as pushy. 😬 But what if you get a simple "Thanks for connecting" or just get a thumbs up in response? You may still want to keep the lead in the sequence. That's where our reply sequence feature comes in handy that allows you to create follow-up messages directly from the smart inbox. (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a38Few readersInbox Tags
SalesRobot's Inbox Tags offer a powerful tool to streamline your communication within the platform. By effectively utilizing tags, you can categorize chats, track conversations, and manage your sales pipeline efficiently. Understanding Inbox Tags Think of Inbox Tags as digital labels you can apply to your chats. These tags act as filters, allowing you to easily organize and prioritize your conversations. Whether it's a potential lead, a satisfied customer, or someone requiring follow-upFew readers