In order to activate your virtual sales assistant in EasyLeadz to put your B2B sales pipeline on auto-pilot mode, there's one pre-requisite. And that is you need to first setup and save lead filters under the Company tab.

Optionally, you can also set up an email campaign under the Campaign section. But since we don't run outbound emails here at Orca, we're just going to skip that part 😂

Once you've setup and saved your lead filters, head on over to the Segment (aka your assistant) tab.

Create a Segment and give your segment a Reference Name and select the filters you set up earlier.

Next, we will need to setup the leads you want to pull based on your search criteria. We're going to do this by setting up the department, role, and scrictness level.

Using the drop down menu, set your search to target people in specific Departments:

  • Human Resource
  • Marketing
  • Operations
  • Founders/Owners
  • Sales
  • Finance
  • Information Technology

Based on the Department, you'll be able to select the Role(s) of leads you want sourced.

Next set the Strictness (aka matching criterion):

  • Strict
  • Above or equal
  • Below or equal

Once you've set up your criterion for People

set the number of leads you want to engage

Note: If you don't have an email campaign, select Skip Campaign under Choose Campaign.

Last, but not least, if you're setting up this campaign to push leads from EasyLeadz to Orca, select the box Push to Orca. Select the User and Campaign you want to to send leads to.

Create the segment when you're ready to put your sales pipeline on auto-pilot.

For more information, check out EasyLeadz article.

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