Sales Use Cases

How to Collect Leads' Email and Phone Number

Collect leads’ email address or phone number for identification when a conversation opens using Workflow Templates.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Enrich Contact Data and Qualify Leads

After collecting contact identifiers, request additional contact information to enrich data and qualify leads.

Susan Swier
Updated 2 months ago by Susan Swier

How to Route Leads

Automatically route leads to the right sales agent based on customer input, contact data and country.

Susan Swier
Updated 2 months ago by Susan Swier

How to Auto-Assign Leads to Sales Agents

Automatically assign leads to sales agents to reply to leads efficiently using Workflow Templates.

Joshua Lim
Updated 2 months ago by Joshua Lim

How to Send Outbound Sales Messages

Import Contacts to send cold messages or follow up with leads.

Susan Swier
Updated 2 months ago by Susan Swier

How to Track Productivity by Closing Conversations

Use the Close Conversation feature to track sales agent productivity.

Susan Swier
Updated 2 months ago by Susan Swier

How to Supervise Sales Agents

Supervise and manage sales agents on the respond.io platform.

Susan Swier
Updated 2 months ago by Susan Swier

How to Analyze Reports for Sales

Track and report on sales activities and agent performance.

Susan Swier
Updated 2 months ago by Susan Swier

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