August 2, 2024

How to generate leads in slack channel

Generate leads in slack channel

Here are the steps to generate leads in slack bot:

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

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

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.

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

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

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

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

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


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