Lead step 👟

Hey there,

In this tutorial, we're here to guide you on tracking the journey of your leads through your campaign. It's an essential step in understanding their engagement and progress.

Here's how you can easily accomplish this:

1. Begin by opening your campaign. You can do this by clicking on the campaign name, either from the main campaign dashboard or the Leads list page.

2. Once you've selected the campaign you want to inspect, you'll be presented with a list of all the leads within that campaign.

3. To delve into the lead's journey, look for the little arrow pointing downwards ⬇️ next to their name or profile. Give that arrow a gentle click.

1. Voilà! By doing this, you'll be able to see precisely which steps your lead has already completed and what the next step in the sequence is.

🚨 Quick tip: The upcoming step will also be displayed, but it will appear slightly transparent, making it easy to distinguish from the completed ones.

And there you have it! You've just learned how to track your leads through their campaign steps like a pro. 🎯

We hope this tutorial has been illuminating and assists you in optimizing your Simply-B2B experience. Remember to enjoy every step of your campaign journey! 🚀