Prospects

Get the most out of your contact database.

13 articles in this collection
Written by Vengat Krishnaraj, Preena Francis, and Ranjit C J

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 over a week ago

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 C J
Updated over a week ago

How do I import Prospects from a CSV file?

Step-by-step instructions on working with CSV files.

Written by Preena Francis
Updated over a week ago

Can I import Prospects from Google Sheets?

Instructions on connecting your Google Drive and importing Prospects from Google Sheets.

Written by Preena Francis
Updated over a week ago

How do I create Prospects manually?

Detailed description on creating new prospects manually.

Written by Preena Francis
Updated over a week ago

How do I export my Prospect data?

Get a detailed spreadsheet of all your engagement.

Written by Preena Francis
Updated over a week ago

Managing & Leveraging your Prospects

How do I add Prospects to my Cadence?

Detailed instructions on getting your outreach started.

Written by Preena Francis
Updated over a week ago

How do I remove Prospects from a Cadence?

Keeping Prospects in your Database but not in your Outbox.

Written by Ranjit C J
Updated over a week ago

How do I unsubscribe or blacklist a Prospect?

Changing Prospect Status to Unsubscribed / Do not Contact.

Written by Ranjit C J
Updated over a week ago

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 over a week ago

What are Prospect statuses?

A description on the Prospects Dashboard and Statuses.

Written by Preena Francis
Updated over a week ago

What is a Prospect's Status within a Cadence?

A description of all the possible states.

Written by Preena Francis
Updated over a week ago

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 C J
Updated over a week ago