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Prospects
Prospects
Get the most out of your contact database.
13 articles in this collection
Written by
Vengat Krishnaraj,
Preena Francis,
and
Ranjit CJ
Moving Prospects into and out of Klenty
How do I import my Prospects to Klenty?
Description on importing Prospects using CSV, Google Sheets, CRM, or manually.
Written by
Preena Francis
Updated this week
Can I setup an automated workflow from my CRM to Klenty?
Auto-importing a list of Prospects from your CRM and adding them to a linked Cadence.
Written by
Ranjit CJ
Updated this week
How do I import Prospects from a CSV file?
Step-by-step instructions on working with CSV files.
Written by
Preena Francis
Updated this week
Can I import Prospects from Google Sheets?
Instructions on connecting your Google Drive and importing Prospects from Google Sheets.
Written by
Preena Francis
Updated this week
How do I create Prospects manually?
Detailed description on creating new prospects manually.
Written by
Preena Francis
Updated this week
How do I export my Prospect data?
Get a detailed spreadsheet of all your engagement.
Written by
Preena Francis
Updated this week
Managing & Leveraging your Prospects
How do I add Prospects to my Cadence?
Detailed instructions on getting your outreach started.
Written by
Preena Francis
Updated this week
How do I remove Prospects from a Cadence?
Keeping Prospects in your Database but not in your Outbox.
Written by
Ranjit CJ
Updated this week
How do I unsubscribe or blacklist a Prospect?
Changing Prospect Status to Unsubscribed / Do not Contact.
Written by
Ranjit CJ
Updated this week
How do I link a Cadence to a list of Prospects?
A step-by-step guide to start automating your workflow.
Written by
Vengat Krishnaraj
Updated this week
What are Prospect statuses?
A description on the Prospects Dashboard and Statuses.
Written by
Preena Francis
Updated this week
What is a Prospect's Status within a Cadence?
A description of all the possible states.
Written by
Preena Francis
Updated this week
How do I filter my Prospects based on their Custom Field Values?
Add dynamic tags to Prospects and filter them based on the values. Ex:Filtering Prospects based on an industry, company etc.
Written by
Ranjit CJ
Updated this week