- Monitor email inbox for new leads to be processed
- Save the email content in structured format in Excel
- Assign the lead to the correct sales person based on lead location
- Send introductory email to the new lead and CCs the sales person
This bot extracts new lead data from emails, assigns leads to the correct sales person, and emails the new lead an introductory email.
Currently, many sales teams need to monitor email inboxes for new leads from various lead sources such as India Mart and Just Dial. Instead, use this bot to automate this process and enable your sales team to focus more of their time on high-value follow ups.
- Bot Security Program
- Business Process
- Automation Type
- Last Updated
- December 9, 2020
- First Published
- February 7, 2020
- Enterprise Version
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Lead Management Config File with the input file name and path
- Sales person mapping list should be present with Name, City, State, Email Address as columns
- Lead Management Log Excel File