Pursue Lead & Opportunity

Pursue a Lead

1. On My Space Page > Leads > New Leads Tab, you will see all leads generated by minesales.ai

2. Click on Pick-up on one of the Lead

3. Select opportunities that you want to pursue in the company account. You can select multiple opportunities.

4. Click on "Pursue Lead and generate tasks"
5. Now this will create Tasks in My Space > Task tab for Outreach Task to help you take actions on this opportunity.
6. Select the task generated as shown below.

7. Task Side panel will open which has 3 features.
8. • Sales Agent
   • Outreach Agent
   • Opportunity AI Signal

Sales Agent in Task Side Panel

Click on Chat with Sales Agent to generate content to be sent to the keystakeholder.

Outreach Agent in Task Side Panel

Click on Find Contact Details to fetch actual email id of the keystakeholder connected to this task.

Opportunity AI Signal

Opportunity AI Signal gets generated based on threads updated by you against the opportunity.

Provide status updates in thread against the opportunity.

The Opportunity AI Signal will be generated with justification.

This AI Signal is then used to calulate and generate the Pursuit health, Stage mix, and Reponse Signal.