Saleshandy

Mastering the Art of Seamlessly Adding Prospects to Your Sequences 🌟

➕How to Add/Import Prospects to Your Saleshandy Sequence?

🏷️Tags: What, Why, and How to Set it up?

What, Why, and How to setup Merge Tags, Custom Merge Tags, and Fallback Text in your Content or Email Marketing Strategy

🔄Set up your Merge Tags, Custom Merge Tags, and Fallback Text

Understanding and Implementing Custom Merge Tags (Custom Fields) and learn Why Custom Merge Tags are required for Enhanced Personalization

🪄Custom Merge Tags(Custom Fields): What, Why, and How to Set it up?

Ensure a seamless experience with fallback text for missing data and Learn What, Why, and How to set it up?

🌟Fallback Text: What, Why, and How to set it up?

Understanding Prospect Status: How It Helps You Work Smarter

Wondering if there is a way to Block Automatic Emails (ex. Out Of Office Emails(OOO))?

⏯️How to Pause/Resume a Prospect in Sequence?

Saleshandy allows you to choose whether you want to add the same prospect in multiple sequences or not.

✖️How to Allow the Same Prospect in Multiple Sequences?

How do the options update missing fields, overwrite, and skip existing prospects work after importing a CSV file of prospects?

🔮Cracking the Code of CSV Updates in Saleshandy: Elevate Your Prospect Game!

New Prospect Filters In Saleshandy

Learn everything about prospect management in your Saleshandy account

👥 Saleshandy CRM — Prospect Management

Bringing Your Contacts to Saleshandy: A Breeze with Freshsales 🌟

🔀How to Move Contacts from Freshsales to Saleshandy?

How to Pause Prospects based on Out-of-Office email reply detection

🏖️Out of Office Detection, Auto Pause, and Resume ⏯️

📩How to Change the Primary Email Address of a Prospect/Lead/Contact?

⚠️ Sending an Email to Risky Prospects: Best Practices and Precautions

⚠️How to Send an Email to Risky Prospects?

Breaking Down the Contact Categories: Risky, Invalid, and Valid Contacts

👻What are Risky, Invalid, and Valid Contacts?

Enrich prospect columns using AI in minutes.

How to Use AI Prospect Enrichment to Run Hyper-Personalized Campaigns?

Set prospect enrollment in your Saleshandy sequences to control prospect's enrolment into the sequence.

Prospect Enrollment in Saleshandy

See your prospects visually and know exactly where each one stands

📋How to Create Kanban Views in Saleshandy CRM

Group prospects by stages & organize your Kanban board your way.

🗂️ What is "Categorize By" and How to Create New Categories in Saleshandy CRM

Get full context on every prospect and never miss a follow-up.

🔍 How to Track Prospect Activity and Manage Notes, Tasks, Emails & Sequences in Saleshandy CRM

Yashal Vagadia

Pritesh Rajput

Learn everything about managing prospects in your saleshandy account

Manage your Prospects

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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