How to manage my pipeline with AI?
Information
This help center is dedicated to the new version of our software: Sarbacane Suite. If you are a user of the previous version, Sarbacane Sunrise, you can find here the help center related to this version of the software. The update of your account to switch to Sarbacane Suite will be proposed to you shortly by our teams.
The concept is straightforward: depending on the tone of your prospects' responses in Sarbacane Engage, automatic actions can be executed within your opportunity pipeline.
Access the feature
Go to Sarbacane Engage, then click on "Integrations."
Select noCRM from the displayed list:
This screen will then appear (upon first loading, everything is unchecked):
Configure the feature
Four actions can be selected in Sarbacane Engage to automate the management of your opportunities, via the screen seen above:
- Move the noCRM opportunity if the Engage prospect responds positively.
- Add a link to the response obtained on the noCRM card if an Engage prospect responds positively.
- Change the status of the noCRM opportunity to 'To Do' if the Engage prospect responds positively.
- Cancel the noCRM opportunity if an Engage prospect responds negatively.
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