Prospects and Accounts

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25 articles in this collection
Written by Laxman Papineni, Vijetha Chaloju, and Luv Jain
Prospects

Prospects Sorting

Sorting Prospects
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Written by Luv Jain
Updated over a week ago

Manage a prospect's profile

Use the prospect profile screen to view your activity with a prospect, see their sequences, emails and calls, and edit their details.
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Written by Laxman Papineni
Updated over a week ago

Add a prospect

Add a prospect to manage your outreach activities with them.
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Written by Laxman Papineni
Updated over a week ago

Import prospects

Import multiple prospects quickly into Outplay using a CSV file.
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Written by Laxman Papineni
Updated over a week ago

Find prospects quickly with Filters and Views

Use filters and views to find prospects with specific attributes quickly.
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Written by Laxman Papineni
Updated over a week ago

See and Edit Prospect Information

Edit a prospect to add information like their location, company details, social media profiles, tags and custom fields.
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Written by Laxman Papineni
Updated over a week ago

Set a prospect's account

Group prospects for the same account together by setting their account.
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Written by Laxman Papineni
Updated over a week ago

Bulk-add prospects to an account

If you need to add several prospects to an account, you can do it in bulk.
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Written by Laxman Papineni
Updated over a week ago

Mark a prospect as replied

You can manually mark a prospect as having replied, for when they reply via a different channel.
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Written by Laxman Papineni
Updated over a week ago

Change a prospect's stage

You can manually set a prospect's stage if you need to.
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Written by Laxman Papineni
Updated over a week ago

Opt-out a prospect

Opt-out a prospect from receiving further communications from your team.
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Written by Laxman Papineni
Updated over a week ago

Mark a prospect as finished

Mark a prospect as finished if you have completed all outreach activities you'll perform with this prospect.
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Written by Laxman Papineni
Updated over a week ago

Pause a prospect

Pause a prospect to stop them in all sequences for a short period, and resume from the same point in the sequence later.
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Written by Laxman Papineni
Updated over a week ago

Resume a prospect

Resume a prospect in a sequence to start generating tasks and emails for them again.
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Written by Laxman Papineni
Updated over a week ago

Export your prospect list

Export a CSV of all your prospects to import into your CRM or other platform.
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Written by Laxman Papineni
Updated over a week ago

Delete a prospect

Delete a prospect to remove them entirely from your account.
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Written by Laxman Papineni
Updated over a week ago