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👥Saleshandy Prospect Management
👥Saleshandy Prospect Management

Learn everything about prospect management in your saleshandy account

Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

Ready to dive into the wonderful world of Prospect Management with Saleshandy? 🎯 Well, buckle up because we'll make managing your prospects a breeze!

👥Prospect Management

Picture this: you're juggling a bunch of prospects, each with their unique quirks and needs. But fear not, because Saleshandy's got your back with some seriously slick prospect management tools. 🙌 Let's break it down together:

In Saleshandy, you can manage all your prospects by

1️⃣ Owner

You're the captain of this ship! Assign prospects to specific team members and keep everything organized like a pro.

2️⃣ Tags

Ever wish you could wave a magic wand and sort your prospects into neat little groups? Well, consider tags your magic wand! 🪄 Add tags to your prospects, making it a breeze to find and manage them later. To learn more about Tags, Click Here.

3️⃣ Sequence

Keep the dance going with sequences! Set up a series of perfectly timed follow-ups to keep your prospects engaged and interested. 🎉

4️⃣ Status

Are they on board? Still, deciding? Keep track of where each prospect stands in your sales journey with clear status markers. You can filter from Subscribed, Unsubscribed, Bounced, and Paused.

5️⃣ Verification Status

Let's talk about the different verification statuses for your prospects – it's like having your own orchestra of email reliability! 🎻🎵

Unverified 🕵️‍♂️: These are the prospects that are yet to get their email credentials checked. They're like that mysterious tune you're dying to hear – you need to hit play!

Valid ✅: Ah, the sweet sound of success! Valid prospects have been verified and are ready to rock. It's like hearing the perfect note in a melody – on point and harmonious.

Risky 🚧: Think of these prospects like the slightly off-key notes in a song. They might work, but there's a chance they won't. Proceed with caution, but sometimes the best tunes are the unexpected ones!

Bad ❌: Unfortunately, these prospects are the bum notes in your composition. They're not valid and won't play well in your sales symphony. It's time to hit the skip button and focus on the better tunes.

To learn more about Verification Status, Click Here


6️⃣ Created Date

Because every prospect has a story, and knowing when they entered the scene can be super helpful!

Actions to Perform

Add to Sequence ➕

Imagine this: you've got a bunch of hot prospects, and you want to keep the conversation sizzling. That's where "Adding to Sequence" comes in – it's like boosting your sales process! 💥

Choose the sequence you want to add them to, and later you must select Sequence Steps. Maybe it's a warm welcome sequence or a follow-up frenzy – you're the choreographer!

Unsubscribe Prospect Manually ✨

Hey, we get it—sometimes, things don't click. Easily unsubscribe a prospect by selecting them and hitting that "Unsubscribe" button. Poof! They're out of your hair.

If you're unsubscribing a prospect, engagement activity will not get tracked. For example, email open, replies, clicks, prospect outcomes, and last activity,

Delete Prospect🗑️

No worries if a prospect isn't vibing with your sales groove anymore! Trash the relationship (figuratively, of course) by selecting them and clicking that trusty trash icon.

To Delete Multiple Prospects at a time, select all the prospects you want to Delete and then select the Delete Icon.

To Delete a Prospect list, while importing the prospect, assign the specific tag to that list, and later, you can use the same tag in filters to filter the prospect based on the list and select all the prospects you want to delete and then click on Delete.

If you're deleting a prospect, future engagement activity will not get tracked. For example, email open, replies, clicks, unsubscribes, prospect outcomes, and last activity,

Tag Prospect (Add/Remove Tag)🕺

Get your tagging tango on! Add tags to your prospects, or if you feel like changing the tune, Remove them. Your Prospect Management, your rules! To learn more about Tagging, Click Here.

Blacklist Domains🚫

Tired of your emails going to the wrong crowd? No worries, blacklist those pesky domains. Say goodbye to sending emails to the wrong address!

If you have added multiple blocked domains you need to remove it one-by-one manually by clicking on ❌. As of now we do not have a facility to remove all at once.

Prospect Verification ✉️

Oops, forgot to check those emails before you hit the "send" button? No sweat! Verify your prospects' email accounts from the main Prospects tab. Just select the unverified ones and give them a click. To learn more about Email Verification, Click Here.

Export Prospects📊

Time to bring those prospects to the party! Export them from your Saleshandy account with a simple click. Get ready to make some sales magic happen!

FAQs (Frequently Asked Questions)

I need to remove/undo every domain I have listed as Blacklist domains. Is there a way I can remove all of these from this list on your end rather than me having to do it one by one?

No, Currently, we don't have this feature to remove it all at once. But you can remove it one by one on your end.

Mission accomplished; you've successfully managed your Prospects. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗

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