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How to move prospects in suggestions to a different campaign or profile

Written by Camila

Prospects are pre-allocated to campaigns depending on ICP definition — if several campaigns have the same ICP, the system randomly allocates them. Before prospects are approved, they can be manually moved to a different campaign or profile.


How to move prospects in Suggestions to a different campaign

  1. Open the Suggestions tab

  2. Click the checkbox to the left of the prospect(s) you want to move

  3. Click "Move to campaign"

  4. In the pop-up, choose the destination campaign

  5. Click Confirm


How to move prospects in Suggestions to a different profile

Reassigning to a different profile ensures the prospect is approached by the most relevant sender, maximizing conversion based on expertise or match.

  1. Open the Suggestions tab

  2. Click the checkbox to the left of the prospect(s) you want to reassign

  3. Click "Move to another profile"

  4. In the pop-up, choose the profile and campaign

  5. Click Confirm

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