Product Overview
Everything you need to understand the platform: what each feature does, how prospects move through the funnel, and what the different statuses and tools mean. Start here if you're new or want to understand the logic behind the product.
By Camila and 1 other2 authors24 articles
- Nurture for life: how the Nurture tab works
- How to Import a List of Prospects
- How to Use a CRM List to Power a Campaign
- How to manage prospects in the Denied tab
- How to Deny Prospects in Bulk
- How to upload a Companies List and assign it to a Campaign
- How to Approve and Deny Prospects
- ICPPC Scoring Explained
- How to add a single prospect to a campaign
- What is auto-approve?
- What to do if a prospect was approved or denied by mistake?
- How does lead generation work with Spear (20 prospects per day / quality vs quantity)
- How to Exclude & Include Companies
- What do the different prospect statuses mean
- Funnel Status Definitions
- Funnel Statuses: Where can I see them?
- How does prospect prioritization work?
- What are tags and how to add a tag
- How to override funnel statuses
- What is an indicator?
- What does the Prospect Creation Tab control?
- How to export prospects via CSV
- Meaning of 'In queue' and how to move these prospects to a different campaign
- Understanding 'Booked' prospect status