November 2024

Get Your RDA Ready for the Holiday Season

Ensure a smooth process for your reps and leads!

The holiday season is fast approaching, and we know it’s a busy time! Let’s make sure your Revenue Digital Assistant (RDA) is working extra hard for you. While you’re gearing up for some well-deserved time off, it’s essential to align your RDA with your holiday business hours so no leads are left unattended.

Here’s how to get your RDA ready for the season!

Key Tips to Prepare Your RDA:

• Default Holiday Schedule: By default, your RDA won’t engage with leads on Thanksgiving, Christmas, and New Year's Day. For more details, check out the Understand Your Assistant's Schedule article.
  
• Out-of-Office Messaging: Make sure to set up your RDA’s Out-of-Office (OOO) message to inform leads about your closure and return date. This ensures a smooth handoff during downtime and seamless re-engagement afterward. Learn how to configure your OOO message in the Help Center.
  
• Reps’ Vacation Days: Don’t forget to set vacation days for your reps! Specify the time off and delegate who will handle their leads during this period. Regular assignments will resume once vacation ends, with no manual intervention needed.