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Use casesFollow up leads

Follow up leads

Find the lead, check the conversation and approve a follow-up.

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Recorded Wonop session · edited for length

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Follow the work.

Keep the lead, the earlier conversation, and the next reply together. The recorded session follows a company search through to a drafted follow-up that the human reviews.

  1. 01

    Find the lead

    Look up the company in Daybreak Leads.

  2. 02

    Check the conversation

    Find the earlier email and read the context before drafting a reply.

  3. 03

    Review the follow-up

    Inspect the draft and decide whether to approve the next step.

Is the follow-up sent without my approval?

In this demonstrated workflow, Wonop prepares the draft and waits for the human to approve it. The recording shows the review step.

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