The Prospects tab functions as a hub for managing all prospects across your campaigns. Understanding how to navigate and utilize this tab can significantly enhance your workflow.
This article will explore its key features and functions to help you work more efficiently.
Locating the Tab
To access the Prospects tab, simply click on Prospects from the left sidebar.
Within this section, you will find a comprehensive list of your prospects, along with details such as their associated campaigns, upcoming actions, the companies they represent, and their contact information.
At the top, you will see several key options that allow for more effective interaction with your prospects:
Enrich - Retrieve verified contact information for your prospects. Learn more about profile enrichment here.
Action - Access a wide range of actions you can apply, either to selected prospects or to all by checking the appropriate boxes.
In this section, you can pause or resume the campaign for your prospects, transfer them from one campaign to another, remove or exclude the prospects from the campaign as well as remove them from Blacklist and modify assigned labels.
Push to CRM - Send prospects directly to your CRM: Pipedrive or Hubspot.
Export - Export prospect information as a CSV file.
You have the option to export specific prospects (Export selected) or retrieve data from all pages, with a maximum limit of 3,000 entries per export.
Duplicates - Identify and manage duplicate entries.
At this time, exporting the complete list of duplicates as a file is not available, but we are actively working on it.
Filters
In the top right corner, you'll find a Filter icon.
Clicking this will open a range of filters, making it easier to search through your prospects with precision.
These filters include:
Labels: Sort prospects based on customized labels.
Auto Labels: Similar to Labels, but auto-generated by AI based on your communications with prospects.
Campaign: Filter prospects by specific campaigns.
Status: Sort prospects by their status in the campaign (e.g., Contacted, Connected, Replied). Click here to find out more about various statuses.
Contact Info: Display prospects with personal, work, or enriched emails by selecting the corresponding boxes.
Profile options: Show only prospects with open or closed profiles.
This metric is useful when verifying the presence of open profiles before sending out InMails as part of your campaign. The Default option signifies that the system currently lacks data regarding whether the profile is Open or Closed.
Viewed options: This filter sorts profiles based on whether they have been viewed and whether relevant information has been gathered.
Default signifies that the system is unable to determine whether any data has been retrieved. Viewed corresponds to profiles where information has been successfully gathered, whereas Not Viewed filters out only those profiles for which no data exists so far.
Statistics: Choose to display only prospects who have opened at least one of your emails (via Opened emails) or select prospects based on Bounced emails.
Connected date: Select prospects you have connected with within a specific time range.
Replied after step: To use this filter, you will need to go a few steps back and choose a campaign first. Then you can sort prospects by the campaign steps that triggered their replies.
Approval status: Select prospects based on whether their steps have been approved or if they are currently on hold or pending your approval.
Prospect Finder™
The Prospect Finder™ tab provides access to a vast database of prospects, drawn from Buzz’s internal sources. Here, you can filter for Enriched Only or Recently Verified prospects (those with the most current and accurate information), and either add them in bulk to your campaigns or handpick individual ones.