Rae can help you understand an inquiry and prepare a reply, but the lead card remains the place to verify what happened and make the next sales decision.
Before you start
Click Pipeline in the top bar and choose the correct lead and brand.
In Releventful
Click the lead card. Read Overview and Activity for the latest message, stage, and campaign activity. Check Tasks, Notes, and Files for promises already made.
If Rae has prepared a reply, open Rae Inbox from the main navigation. Compare the draft with the actual conversation, then edit it as needed.
Use Mark reviewed to save the review. Use an available approval-and-send action only after checking recipient and channel; otherwise open the lead conversation to send your own response.
Use Quick Actions > Edit Sales Info to update the owner or stage, then click Save Sales Info. To schedule follow-up, open Tasks > Add Task, complete the task and due date, and save it. To keep context, open Notes > Add Note, write the note, and click Add Note.
Read Activity again to confirm the stage, message, or follow-up item and check whether an enabled campaign scheduled another contact.