...
Using the Prospect Profile
Whether added manually or by an Automation, all Prospects in OneFocus™ have a Prospect Profile. The Prospect Profile has three main sections:
...
You can access the Prospect Profile from almost anywhere in the platform. Whether in visitor tracking, lists, automations, click on their name to open their profile.
Prospect Overview
In the overview, you will see the prospects name, score, grade, priority, owner, and location. Click on any of these fields to update them.
If the system has identified the prospect's social media profiles, the overview will also include their social profile picture.
Info Cards
The Info Cards to the left of the screen give you a quick visual summary of the Prospect's information and connections. You can rearrange the cards by clicking and dragging them to the order you prefer. Anything you move is exclusive to your login, so feel free to customize as you like.
Prospect Overview
In the Prospect Overview, 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.
...