Steps
The Steps section shows the information about the current situation of the flow of active campaigns for a prospect and the information about completed and pending steps.
Reminders
Users can set up reminders for sending follow ups to their prospects manually from the system by hitting the add note button and fill in the information to set up reminders. Users can add important notes to prospects.
Tags
Activity section provides tag functionality to classify the prospects into different categories by assigning tags to prospects. System has provided some pre builtin tags but users can define new tags as per business requirement.
Activity Status Filter
System shows information about the current state of prospects. When the system finds prospects at the start of the campaign, initially the status is set to found. System changes the status of each prospect according to the correspondence of the prospect with the system in each campaign.users can filter out prospects by campaign and by…
Inbox
In this section the system shows the communication between the user and the prospects of all the active campaigns. User(s) can also enable their LinkedIn communication and communicate with prospects through the Inbox section. By default the first prospect is selected and the latest conversation is shown to the user in chat format.
Saved Replies
System provides a time saving functionality for its users to save a set of common messages in the system that the user can send to the prospects often. Users can use this functionality by clicking on the bookmark icon on the left side of the emoji icon in the typing box of the chat area….