OneFocus™ CRM 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.
You can manually add new Prospects in three different ways. You can click the New button in the top-right corner of the All Prospects page; you can click the New Prospect icon on the Sales Shortcuts; you can click Add Prospect on the Prospect Info Card.
Use the New Prospect Form to add any information you have on the Prospect.
Be sure you are accurate with the Email, Organization, and Job Title as you can use these fields for Automations. |
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.
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.
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.
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.
Add a Note to the Prospect's Timeline. This is a great way to record quick information you've learned about the Prospect.
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.
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.
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.
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.
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.
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.
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.
The action menu is located directly to the right of the Prospect Overview. From here, you can take additional actions.
The Timelines 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.
You can view different Timelines with a variety of options. To change timelines, use the drop-down menu in the top-right corner of the Timelines panel.
The Prospect Profile supports the following Timelines:
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.
