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Prospect Overview
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Action Bar
The action bar is located directly below the Prospect Overview. From here, you will see the Prospect's profile picture, name, quality rating and lead score, Owner, and location. You can edit these fields by clicking them. You can explore additional fields by clicking the drop-down menu in the top right.
Beneath the Overview, you will see the Task Panel. From the Task Panel, you can add Notes or new Activities associated with the Deal. You can also attach files; for example, you could upload a credit application for equipment leases. Finally, you can see what Automations or Lists the Prospect belongs to. By pressing the (+) button, you can manually add them to a running List or Automation.
By using the drop-down menu in the top-right of the Prospect Overviewcan quickly engage your prospect without having to move to other parts of the platform. Some options may not appear depending on your product license and security profile.
The action bar shows a small number in the corner of Tags, Automate, and Lists indicating the number of Tags, Automations, and Lists the Prospect is part of. In the screenshot below the Prospect is included in four Automations and part of two Lists.
Letter
Send a handwritten letter to your prospect for a personal touch. Clicking this option will open our handwritten-letter builder. Once you create the content and select your settings, we will write the letter by hand and mail it on your behalf (we have good handwriting). Learn more about handwritten letters here.
Postcard
Send a postcard to your prospect to thank them for their business, with them a happy birthday, or to send special offers. Select a postcard template to mail to the prospect.
To create a new postcard template, navigate to Content > Postcards. Learn more about postcards here.
Tags
View, add, or remove tags for the prospect. Click the blank space to add a new tag, and click the "x" to the right of a tag to remove it.
Automate
Manually add or remove the prospect from an automation. To add a new automation, click the (+) button and select the automation from the drop-down menu. To remove the prospect from an automation, click the (-) button. Once you are finished, click Save.
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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.
Action Menu
The action menu is located directly to the right of the Prospect Overview. From here, you can take additional actions.
- Campaign – add or remove the prospect from campaigns
- Program – add or remove the prospect from programs
- Delete – delete the prospect or send them to the recycle bin
- Events – view GoToWebinar events the prospect has participated in
- Share – share the prospect profile with other users
- Suppress Buy Signals – stop receiving buy signal alerts from this prospect or their domain
- Tags – view, add, and remove tags
- Sync with CRM – sync to Salesforce.com or Microsoft Dynamics
- Send Letter – send a handwritten letter
- Send Postcard – send a postcard
Timelines
The Timelines section shows you all activities associate with the Prospect. Activities can be both from Automations and from manual entry. Automation actions might include filling out a web form, clicking links, and opening emails. Manual activities include taking notes and adding tasks such as calls, emails, and meetings. You can filter the timeline using the two drop-down menus located in the top right of this section.show all engagements and actions for a prospect. This includes outbound activities like an email sent to the prospect, inbound activities like a website visit, and automation activities. Click on an activity to get more information like form submission results, watched video heat maps, and automation steps.
Timeline Options
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- Life of Prospect – all activities associated with the Prospect
- Inbound Activity – actions by the Prospect bringing them to your content, such as web page visits, email links clicked, and form submissions
- Outbound Activity – outbound marketing sent to the Prospect
- Activities – tasks completed or scheduled in in OneFocus™
- Notes – Prospect notes added to to OneFocus™
- Score – activities that changed the Prospect's s Lead Score
- Grade – activities that changed the Prospect's s Grade
- Automations – automations – automations the Prospect is added to/taken out of
- Audit – individual automation steps applied to the Prospect
- Campaign – – campaigns the the Prospect is added to/taken out of
- Programs – – programs the the Prospect is added to/taken out of