Lead Manager - Getting Started

If you're using AceBot on #Slack and curious about our new Lead Manager, this space is for you.

This should be a fairly quick read for you as we've thrown in some basic commands to get you started. There are also step-by-step tasks that you can do with your new Sales Operations Assistant as you follow us along.

So if you haven't already started, you might want to do so now because the support page includes some simple and quick commands that will make your life easier.

Once you have installed Ace to your Slack team, just type lead as a direct message to Ace and type add - Ace will take it from there with you.

List of Commands

Import will help to bring in your existing leads to your Lead Manager

? will list out all your open and assigned leads

? <keyword> will list out all your leads with that keyword

? Won will give you a list of leads you won

? Lost will give you a list of lost leads

Actions will list the actions currently assigned to you

Close <index> will close an action from the list of actions

Change manager <@user> Changes your manager to new user

Creating new Lead

a. You can add a lead by Typing Lead followed by Add. You can either enter the details of the lead or simply take a picture of the lead’s business card and Ace will collect the information from there.

b. Type ? to search for an existing lead (hint: type ? followed by a keyword to get a more specific result. e.g. `? acorn`)

Assigning Leads

Type assign lead <index> to <@user>. Ace will notify the user of a new lead getting assigned to them.

Import Existing Leads

Drag and drop in the file after filling it in with the import information to import the leads.

Viewing Reports

Type Download to view the reports

Viewing more contact details

Ace can get you more information about your lead. Once you have the lead details open, simply type More and Ace will pull up more information on your lead directly from FullContact

Changing a Field

Type Change <field> to <value> to change the value of the field. E.g. Change <Manager> to <@William>