Prospect profile and engagement history

5 min read - updated few hours ago

Click a prospect to see contact details and logged engagement history.

Prospect contacts and details

  • The prospect’s status
  • Indicator if a prospect saved in Salesforce as Lead, Contact, or other:

    Lead
    Contact
    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.


All data presented in the Overview pane adds important insights into your outreach marketing analytics.


How to find out what sequences a prospect has been so far?

The right-hand side pane shows a timestamped communication and event log in chronological order happened with a prospect.

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 History Feed 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
Email opens.
Links clicks.
Manual and Automated emails.
Look at item 6) to learn
more how to make an email
automated or semi-automated
Manual and Automated SMSs.
Look item 3) 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 History Feed,
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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