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…
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.
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.
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.
Active Campaigns
In this section users can pause an active campaign or resume an already paused campaign. Users can also move prospects to other active campaigns and the system shows users stats and logs of active campaigns.
Details
For a better user experience system has provided all the information of a prospect, i.e. LinkedIn profile link, email, facebook, instagram and all available information of a prospect on LinkedIn. Users can remove prospects from running campaigns in this section.
Prospect
System shows the prospect information along with other information like designation, industry and company information if already provided on LinkedIn by prospect. Users can also edit the prospect profile title in the system for better referencing and even notes on the go.
Activity
System provides running campaign related information in the Activity section. It shows the list of prospects, prospect status and LinkedIn account information of prospects.