Can I contact multiple people at the same company?
Can I contact multiple people at the same company?
Yes. By default DealMax reaches up to 3 contacts per company at once.
How do I stop automated follow-up for a lead?
How do I stop automated follow-up for a lead?
Close the lead from lead details and select a reason. Status becomes Closed, automation stops, and history is retained.
What if I do not act on a Needs Action lead?
What if I do not act on a Needs Action lead?
DealMax waits for you and does not send new automated messages for that conversation.
How should I follow up on a Needs Action lead?
How should I follow up on a Needs Action lead?
Open the lead from Needs Action, review Max’s draft, and use Refine with Max to polish your reply. When the prospect shows interest, use Max to help propose a meeting or next step and move the conversation toward a qualified opportunity. See Manage leads.
Contact us
Have questions or need help with DealMax? Get in touch with our team.