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Ask DeepVista to Draft Outreach Email

1

Ask DeepVista: "Help me draft outreach emails for all of the leads."

DeepVista will save your email drafts as context cards.
2

Click into the email card to view and edit the draft.

To make changes, you can also ask DeepVista directly: “Add my email signature.”DeepVista will automatically pull the necessary information from your VistaBase context cards.

Connect Your Gmail and Send Your Email

1

To send out an email, Click Send and connect your Gmail.

2

Make sure DeepVista has all the access it needs.

3

Upon success, you'll see the confirmation page below.

4

Once ready, click Send in the bottom-right corner, or ask DeepVista to send all of them automatically.

5

To confirm, open Gmail and find the sent email in your Gmail "Sent" tab.

Ask DeepVista to Schedule a Daily Job

1

Ask DeepVista: "Schedule a daily task to source 20 new leads every day. Never repeat companies already in the tracker."

DeepVista will create an automated workflow and a scheduled job for you.
2

Click the context cards to view details and make changes.

Next step: Capture, Follow up with Inbound Leads

3. Capture, Follow up with Inbound Leads