Prospects

Here you can find almost everything about working with prospects

Luis Del Guidice avatar Chris avatar Elvio Severino avatar
20 articles in this collection
Written by Luis Del Guidice, Chris, and Elvio Severino

How can I get leads into the system?

Elvio Severino avatar
Written by Elvio Severino
Updated over a week ago

Bulk Editing Prospects

Bulk edit your prospects to change the status, change the campaign, activate the automated sequence, add tags, delete a list.
Elvio Severino avatar
Written by Elvio Severino
Updated over a week ago

Manually add prospects

This article will help you if need to add a prospect manually
Chris avatar
Written by Chris
Updated over a week ago

View Prospects and Prospect Information

How to View Prospects and Prospect Information
Chris avatar
Written by Chris
Updated over a week ago

What happens when a lead responds?

Chris avatar
Written by Chris
Updated over a week ago

Import a list of leads

Chris avatar
Written by Chris
Updated over a week ago

How to manually stop campaign for a prospect

Chris avatar
Written by Chris
Updated over a week ago

Talking to your prospects

Luis Del Guidice avatar
Written by Luis Del Guidice
Updated over a week ago

How do I found my prospects?

How to access to your prospects list.
Chris avatar
Written by Chris
Updated over a week ago

How to reassign leads to another user

This article will help you to assign leads to another user on your team
Chris avatar
Written by Chris
Updated over a week ago

How do I use filters?

Chris avatar
Written by Chris
Updated over a week ago

How do I get notified when I get a new lead?

Chris avatar
Written by Chris
Updated over a week ago

How to convert an excel to a .csv file

Chris avatar
Written by Chris
Updated over a week ago

How to unsubscribe prospects from outside the software?

Chris avatar
Written by Chris
Updated over a week ago

Understanding lead response flow

Chris avatar
Written by Chris
Updated over a week ago

Set Reminders for a Specific Prospect

In case you have a task to do with a Prospect that isn't immediate, the system can be set to remind you to Follow up with that task.
Chris avatar
Written by Chris
Updated over a week ago

Create Prospect Manually and Trigger the Campaign

You may have several leads that you wish to add to a campaign. Here you'll learn how to manually add them and trigger the campaign to begin.
Chris avatar
Written by Chris
Updated over a week ago

Delete a Prospect

When you have a prospect ask you to stop sending them messages, here is what you do.
Chris avatar
Written by Chris
Updated over a week ago

Add Tags to Prospects

If you are looking to add tags to further classify your prospects this would be the way to do so.
Chris avatar
Written by Chris
Updated over a week ago

Manually Search for a Specific Prospect

If you are having trouble finding a specific prospect this teaches you how to filter your prospects effectively.
Chris avatar
Written by Chris
Updated over a week ago