As you are getting started using Annette for your Lead Generation, here are some best practices that you can apply to ensure that you have the best success:


1.  Respond quickly - when a hand-off happens, reach out to the lead as soon as possible.  The best success rate is responding within minutes.

2.  Send to Annette - When you are not having luck with connect with the lead after a couple of trys, you can assign that lead back to Annette to follow-up.  Simply tag the lead shown here

3. Conversation Details - Sometimes you want to see the conversation details between the lead and Annette (Ai), you can simply go to the contact and see the conversation history.


If you have any questions, please reach us at support@fieldnotes.ai