Are you ready to turn your contacts into Prospects and engage with them directly in Selling.com?
After you have built your search and narrowed your sights on the contacts you would like to engage with, follow these steps to turn them into Prospects.
Firstly, click on the Add To Sequence button.
Then, follow the prompts in the pop up window. Here you can customize the number of records you want to create, add them to Tags, and add them directly to a Sequence if you'd like.
Below the Add to Sequence section you'll need to select a few check boxes to ensure you get the data you need. Let's quickly review the options:
Real-Time Data Verification — this option is already checked for you to ensure you get 95%+ email accuracy.
Enrich with Mobile Phones — check this if you need mobile phone numbers.
Include Only Contacts with Mobile Phones — checking this will remove any contacts that do not have mobile phone numbers.
Complete this Export without additional confirmation — I recommend checking this option to save yourself from forgetting to confirm your export once it's complete. By checking this option your contacts will be added to the Prospects Page (or Sequence if you've filled out that section) as soon as validation is complete.
Exclude Contacts Existing as Prospects — Checking this option provides additional guardrails to ensure you don't end up with duplicate Prospects.
The last step is to title your export with a name that will show up in Export History and hit Export when you're ready!
If you didn't select 'Complete this Export without additional confirmation' then you'll get an email notification with a link when your export is ready to go.
When you click on the link you will be redirected to our platform where you will confirm the Prospects by hitting the 'Create' button.
Give it a try!
Lear how to create a Single Prospect here.
Reach out to your CSM if you have any questions via email or through the in app chat service.