Leads List Page

Hey there! 😊👋

Explore the Leads List in Simply-B2B to manage your prospects effectively.

Start on the Leads page, select a campaign, and dive into each lead’s details, including status, current step, and last action time. Check their journey, see if they're active, and monitor replies to keep campaigns running smoothly. Happy exploring! 🚀

Step 1: Access the Leads List 📝

Start by opening Leads page. This is where all your potential leads are neatly organized.

Step 2: Select Your Campaign 🔍

Got a specific campaign in mind? Select it to view the leads associated with that campaign. It’s like filtering to see what’s most relevant to you!

Step 3: Explore Lead Details 🧐

Scroll through every lead to dive deeper into their information. Each lead has a unique set of details that can be valuable for your campaign strategy.

Here are a couple of options for leads which are located in a specific campaigns:

• Arrow Pointing Down : View the journey of each lead, including completed steps and the next step that’s set to execute soon. 

• On/Off: Indicates whether the lead is actively participating in the campaign or has been manually excluded.

• Full Name: Displays the lead's name.

• Occupation/Headline: Shows the company where the lead is currently employed, based on their public profile information.

• 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 hasn’t replied to any messages yet.
  • 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.

• Last Action Time: Shows when the last step in the lead's sequence was completed.

Get Lead Back to the Campaign 🔄

To reintegrate a lead back into the campaign, click here for more information.

📝 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 exploring, and may you find valuable insights as you navigate your leads in Simply-B2B! 🚀