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The action bar is located directly below the Prospect Overview. From here, you can 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.
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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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- 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.
