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Overview
OneFocus™ CRM changes the way Lead Liaison™ displays adds new options to Lead Liaison Prospect Profiles. From the CRM-version of the Prospect Profiles screen, you can view any Organizations, Attachments, Activities, Deals, and Contracts associated with the Prospect. You can also still see contact information, automatons, and lists shown in the non-CRM version.
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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.
Note
Add a Note to the Prospect's Timeline. This is a great way to record quick information you've learned about the Prospect.
Tasks
Create a Task. If an Organization or Deal is connected to the Prospect Profile, the system will also add the Task into those Profiles as well.
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.
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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 OneFocus™
- Notes – Prospect notes added to OneFocus™
- Score – activities that changed the Prospect's Lead Score
- Grade – activities that changed the Prospect's Grade
- Automations – automations the Prospect is added to/taken out of
- Audit – individual automation steps applied to the Prospect
- Campaign – campaigns the Prospect is added to/taken out of
- Programs – programs the Prospect is added to/taken out of
You can filter the timeline by specific activity type from the Activity Type dropdown. You can also filter by two or more specific types by using the Multi-Activity option as shown here:
You can then choose which activities to filter the timeline by and click Apply to use the filter. System will save your preferences for the future so that you don't have to apply the same filter next time you view the timeline. You can of course always change the activity type by editing your Multi Activity filter. For example, here we are filtering the timeline by "Website Visit" and "Video Played" activities only.
