Manually mark conversations as won or lost

March 27, 2023

Although FirstQuadrant automatically marks conversations as “Won” when they meet your goal criteria, such as scheduling a meeting using your Calendly link, you can now manually mark conversations as “Won” or “Lost” from the conversation page by clicking on the “More” icon next to a lead’s name and selecting “Mark as won” or “Mark as lost”.

Fixes & improvements

• You can now see the lead’s local time in the conversation page to better coordinate your outreach timing.
• Users can edit the follow-up interval after creating it to adjust their campaign timing.
• The system now continues to generate messages for other campaigns when one campaign has reached its todo limit, ensuring continuous outreach.
• We added an option to delete entire conversations, not just individual messages, for better conversation management.
• The conversations page automatically scrolls to the bottom when loaded to show the most recent messages.
• Fixed a bug where the system was generating responses to out-of-office messages immediately instead of waiting for the out-of-office period to end.