In this video, I'll show you how to reset the follow-ups for the bot. I'll explain how to change the follow-up duration from two months to either a 1-day to a 20-day or a 3-month period. This is important because it allows you to adjust the follow-up schedule based on your needs. Watch the video to learn how to reset the follow-ups and optimize your bot's performance.
Objective is to learn how to reset bot follow ups, allowing for changes in the follow-up schedule.
How to change bot follow-ups for a contact
Introduction
Purpose: To learn how to reset follow-ups for a bot.
Scenario
Example: Changing from a two-month follow-up to a 7-day or 20-day follow-up.
Steps to Reset Follow-ups
a. Click on the "follow-up reset" option.
b. Allow a moment for the action to take effect.
c.(optional) Refresh the screen to see the tag removed along with the opportunity and pipeline.
d. Select the desired follow-up frequency (e.g., 1-day to 1-year).
Conclusion
Once the steps are completed, the follow-ups for the bot will be reset according to the new selection.