
Interest levels
For Interest Level demos, the interest selections for the prospect will be included in the email. This will give you all the context you need to follow up with the prospect based on their interests.
What to do when you receive an email alert
When you receive an email alert, this means a prospect has just finished engaging with a demo. Here are some steps you can take:- Review the email: Take a moment to read the email and understand the prospect’s interests. Click on the Visitor to view more details on their session.
- Follow up promptly: Reach out to the prospect within the next few minutes to continue the conversation and explore potential opportunities.
- Personalize your message: Tailor your follow-up message to the prospect’s interests and engagement level.
- Schedule a call: If appropriate, schedule a call to discuss the prospect’s needs and coordinate next steps.