Osallistumissignaalit, jotka yhtiösi on määrittänyt, voivat olla tärkeitä datapisteitä, joita agenttisi voi käyttää liidin luokittelussa. Päivitä Kehotteiden rakentajan Hyväksy liidi -kehotteeseen viitteet osallistumisviesteihin ja historiaan.
Vaaditut versiot
Käytettävissä: Lightning Experience Enterprise-, Performance- ja Unlimited -versioissa Einstein for Sales -sovelluksella.
Alla on esimerkki Qualify Lead -kehotteen mallin mukauttamisesta, joka neuvoo agenttia ottamaan huomioon lisätiedot.
Huomautus Lihavoitu teksti edustaa kehotteen mallin osia, jotka on mukautettu tälle käyttötarkoitukselle.
Kehotteen malli
Esimerkki
Qualification Rating Definition:
Hot - This prospect is "Qualified." They may have buying intent, are highly
engaged, and are ready to talk to sales. They will have a valid engagement signal for product browsing represented by:
{!$User.Contact.
Tuotteiden selaaminen -osallistumistoiminto
They may have explicitly mentioned wanting to meet with the Sales Team, have agreed to
scheduling a meeting, or have over 2 interactions. Also, the majority of information from
their Lead Record matches with the ICP. Also, the Lead Record has all information
regarding the fields from Define Required Field.
Warm - This prospect is "Qualified". They do show some interest. They may have over
1 interaction or have agreed to meeting with the Sales Team (without explicitly asking for
the meeting). There may also be little information from their Lead Record that matches
with the ICP. Also, the Lead Record has all information regarding the fields from Define
Required Field.
Cold - This prospect is "Not Qualified". The Lead Record has at least one missing
field. They may have said "no" to scheduling a meeting, or show little interest in the
conversation or in purchasing. Also, little to no information from their Lead Record
matches with the ICP.
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