Hey there! ππ
Welcome to your straightforward guide on exploring the Leads list in Simply-B2B. Here's what you need to know to make the most of this feature. π΅οΈββοΈ
Step 1: Access the Leads List π
Start by opening the Leads list. This is where all your potential leads are neatly organized.
Step 2: Select Your Campaign π
Have a specific campaign in mind? Select it to view the leads associated with that campaign. Itβs like filtering to see whatβs most relevant to you.
Step 3: Explore Lead Details π§
Click on any lead to get more information. Each lead has its own set of details that can be valuable for your campaign strategy.
There are a couple of options:
- Arrow Pointing Down: View the journey of each Lead, including completed steps and the upcoming step set to execute soon.
- Active Status: Indicates whether the Lead is actively participating in the campaign or has been manually excluded.
- Contact Information: Displays the Lead's name.
- Title/Company: Shows the company where the Lead is currently employed, based on their public profile information.
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Status: Leads can have one of these five statuses:
- Discovered: Lead is identified and ready for the next action.
- Connection Pending: Connection invitation sent, awaiting Lead's response.
- Connected, Not Replied: Lead has accepted the connection request but hasnβt replied to any message.
- Replied: Lead has responded to a message, halting their sequence.
- Replied, Not Connected: Lead replied to your connection request message but hasn't accepted it yet
- Current Step: Indicates the current stage the Lead is in within the sequence.
- Next Step: Reveals the upcoming action for the Lead. It may display 'finished' if the step names aren't set up yet.
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Last Executed Time: Shows when the last step in the Lead's sequence was completed.
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Get Lead back to the campaign: To reintegrate a Lead back into the campaign, click here for more information.π
π Note: The step count starts from the beginning of the sequence, progressing through all steps on the left and then to the right, up to the current step of the Lead.
Happy campaigning! πβ¨
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