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My Prospects Feature Overview

Everything you need to know about the My Prospects Feature

Lee | Outreachly avatar
Written by Lee | Outreachly
Updated over 8 months ago

You can manage all of your LinkedIn and email prospects directly from "My Prospects". From enriching email addresses to adding to new campaigns, Find out how to do this below!

My Prospects

Every prospect who connects with you on LinkedIn or replies to an email will be added to "My Prospects". Follow these steps to manage them:

  1. Navigate to "Prospects" from the left-hand side menu. Then choose "My Prospects" from the top menu.

  2. Select individual prospects by ticking the check box next to them, or select a chosen volume at any time by pressing the down arrow under the number 0.

  3. Once selected you've got lots of options. You can run actions by selecting "Action" such as pausing campaigns, resuming campaigns or transferring campaigns.
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  4. You can select "Push to CRM" to send the prospect directly to HubSpot or Pipedrive.

  5. Select "Export" to export your prospects via CSV - read more about how to do this here.

πŸš€ Success! You can now manage your prospect from the "My Prospects" feature

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