The major pool of all prospect imported to Revenue Grid at one place

5 min read - updated few hours ago

All leads and contacts who have been imported to Revenue Grid (RG) appear on the Audience page as your main pool of prospects. Prospect stay on this page regardless if they are engaged in any Sequences or not. There are three ways prospects get to this page:

  1. When you import directly to this page by the “Add recipients” button in the upper right hand corner of the screen;

  2. When you import Recipients directly to one of your Sequences, they also will appear in the main pool of prospects here on Audience page;

  3. Depending on your company wide practice, with certain Admin level setting called “Allow access to prospects, owned by the other users”, you may find prospects on this page who have been imported by your colleagues via option 1. and 2.


In order to find a specific prospect quickly, make use of the Search in total and Filter by fields on the top of the People page. Look up by name, email or company in Search in total field. Filter by: Prospect status, prospect’s owner in Salesforce, or by name of a sequence prospects enrolled into.

Use Add Recipients button to import prospect to Revenue Grid.

Salesforce records - Follow the dialog box. You will need first to select Salesforce View, then hand pick or select all recipients in that view.

Add new recipient - Punch in a single prospect and start reaching out right away.

CSV - Refer to this article on how to upload prospects from a CSV file.



Set of indicator in the left hand side area are clickable in order to filter the main table of the prospects. Values represent:

  1. Total - how many prospects are in your Revenue Grid. This may be prospects imported by you or by your colleagues. In order to see prospects which have been imported by your colleagues, enable Admin-level setting called “Allow access to prospects, owned by the other users”
  2. In progress - those who have been imported to Revenue Grid but haven’t been enrolled into any sequences yet
  3. In sequence - those who have been enrolled into one or more sequences
  4. In to do - those who are in sequences and you have to take an action upon them on To-do tab on the Engagement Planner in order so they proceed within a life-cycle of a sequence.
  5. Paused - those who are on pause within sequences. A prospect can be paused manually on the Sequences widget or on this page via Mass Action, or due to interaction(See the full list fo reasons a sequence can be get paused for a prospect).

Columns in the main table of your Contacts/Leads:

  1. Name and Position. Also company logo with attached one of the following icons: , or which indicate whether a prospect is a Lead or a Contact in Salesforce, or “R” - a prospect has been imported from a CSV file directly to Revenue Grid

  2. Company name (sorts alphabetically by clicking on the head of the column)

  3. Name of a Sequence a Lead/Contact is currently engaged in

  4. Next step to be taken within the Sequence for this Lead/Contact. Click here to see the full list of types of steps

  5. Action required from you on the Engagement Planner’s To-do tab so a recipient proceeds within a sequence (if any is required). Values are clickable and once clicked on you will be redirected to corresponding item on the Engagement Planner to take an action. Note, that “Action required” will also appear in the Sidebar’s Sequences widget. Click here to see the full list of types of Action required

  6. Personal Status - Click here for more information about Personal Statuses

  7. Prospect communication Stats: the number of conducted calls, sent emails, and the number of the prospect’s replies

  8. Last contacted is the date and time of the most recent contact with the prospect

  9. Owner of the prospect listed in Salesforce


Mass and single prospect actions

In the more options icon, whether you selected several prospect or clicked on the icon on a single prospect, you can perform these actions.




Add - Engage the prospect into another sequence

Reschedule - Set new time for the next coming step

Pause - Put the Sequence for the prospect on hold

Delete - Completely erase the prospect from Revenue Grid

Success - Finish the Sequence for the prospect marking Person Status as Success, meaning that engagement has been successfully completed and further negotiations are being taken care

Not interested - Finish the Sequence for the prospect marking Person Status as Not interested, meaning that the prospect expressed disinterest in your product

Opt out - Finish the Sequence for the prospect marking Person Status as Opt out, meaning the prospect requested not to get contacted anymore


Contact/Lead profile

Hint

On this page you can open the Sequences widget, the multi-functional area which serves as your direct window to Salesforce. Click the slider which is in the middle right side of the screen.

After you click on a prospect in the Audience page, you will be able to see an Overview of this prospect listing the key details and actions as well as the Engagement Activities which have been performed for this prospect.

Overview pane

  • The prospect’s status
  • Company logo, first and last name with attached one of the following icons: , or which stand for whether a prospect is a Lead or a Contact in Salesforce, or “R” - a prospect has been imported from a CSV file directly to Revenue Grid
  • Company name, contact information (email, phone number)
  • The date and time when the prospect was last contacted
  • Engagement statistics for the prospect: number of calls made, emails sent, emails opened (with help of built-in Revenue Grid email tracker), link clicks, and replies received.
  • Opt out button
  • The prospect’s Owner in Salesforce
  • The list of other prospects from the same company (if any) – click to instantly navigate to their overview pages


All data presented in the Overview pane adds important insights into your outreach marketing analytics, to avoid extra spending.

Activity pane

The right-hand side pane shows a timestamped communication and event log in chronological order. It has two main categories, those which are Pending and those which have already happened, History.

Important events (e.g. for example prospect's stage change, Owner Change, Lead Conversion) which happen to a prospect during the life cycle within Revenue Grid, can be identified by the icons.

The very first record on the Activity pane is always date of import to Revenue Grid and user name of the employee who have run the import.

Here is the full list of possible values, with associated icons, which you can find on the pane:

Description Icons
Manual and Automated emails.
Look item f) to learn
more how to make an email
automated or semi-automated
Manual and Automated SMSs.
Look item c) to learn
more how to make an email
automated or semi-automated
These represent Misc. and Phone call types of steps.
Both of these items mean that you have received a response,
either from the prospect you are reviewing, or from the prospect's
colleague who is being reach-out by the same sequence in your
Revenue Grid.
1. Marked as finished as "Success"



2. and 3. are examples of unsuccessful engagement. Either
"Unresponsive", "Not interested", "Opted out" etc.



4. Notification that the prospect's owner has been
changed in Salesforce.
1. Indication that the prospect has been removed from
a sequence, along with the user who have done it.



2. Indication the the Sequence has been paused
for the prospect.
1. This grey icon means that you replied
to a prospect's meeting invitation.


2. This is an indication that you have received
a meeting invitation.


3. Lead conversation notification means
that the prospect has been converted to
a lead in Salesforce.


4. This is very first item in every Activity Pane,
date of import to Revenue Grid along with the
users name who did it.
Icons with label "Skipped" and "Muted" indicate which
steps have been skipped and muted.



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