Forwrd Onboarding Tutorials - How to Use Projects
Streamline lead to sales conversion with Forwrd! Our 'projects' layer makes it easy to organize and manage your analysis and predictive models. With insights into what contributes to successful leads, building your predictive model has never been faster. Need help? Get in touch with us at support@forwrd.ai.
New mobile apps to keep an eye on
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What new social media mobile apps are available in 2023?
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Use new social media apps as marketing funnels
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Try out Twitter Spaces or Clubhouse on iPhone
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What app are you currently experimenting on?
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A project is a container that offers an easy way to organize and manage your analyses and predictive models.
To create a new project, I will hit ‘new’ and create a new project. Then I’ll hit ‘new’ again and name my analysis. In this case, let’s call it ‘lead to opportunity’.
Let’s now select the ‘decision base’ and ‘metrics’ we created earlier. I’ll hit ‘Create’ and wait for my analysis to complete a run.
Let’s see what we got here. Forwrd found multiple factors that correlate with our objective, which is an opportunity, or a sales qualified lead.
At this point, I can drill down and see all the different attributes cause a lead to become a sales qualified lead. It helps me to understand which demographics, filmographies, and activities contribute to a lead becoming a qualified opportunity.
After I’m done reviewing these factors, I can remove irrelevant ones, if I wish, and, once I’m ready to build my predictive model, I’ll hit ‘Build Model’ and ‘Build’. To build my predictive model.
As always, if you need help setting this up, email us at: support@forwrd.ai
