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This is a great way to add a prospect to sales nurture campaigns. For example, you might realize that a prospect is a good fit but isn't qualified yet. You could add them to a nurture campaign from here to keep in touch via automation while you concentrate on more qualified prospects. |
You can also suspend or remove a prospect in an automation's workflow from this tab.
- Suspend – suspend the prospect on the current step of the workflow
- Resume – resume the workflow for the prospect starting with the next workflow step
- Completed – automation is complete
Lists
Manually add or remove the prospect from a list. To add a new list, click the (+) button and select the list from the drop-down menu. To remove the prospect from a list, click the (-) button. Once you are finished, click Save.
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