August 2, 2024

How to generate leads in slack channel

Generate leads in slack channel

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Here are the steps to generate leads in slack bot:

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Step 1: Click on the settings button of the Doc-E home page.

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Step 2. Click on "setup customer profile" from "Find leads" section.

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Step 3. Select the channel and then choose from "Aggregate Insights by Days" or "Aggregate Insights by Conversations" and give number of days or conversation to analyze.

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Step 4. now give details of commercial features or leading indicators and click on "Qualify Leads" .

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Step 5. you will get a message that "Doc-E will notify you when leads are ready"

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Step 6. you will get a msg with channel name, date and time.

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Step 7. Now again go to the Find leads section and click on "pick an option" with the channel name date and time.

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step 8. Now you'll get the report for leads.

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