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Prospects
Get the most out of your contact database.
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18 articles in this collection
Written by
Preena Francis,
Karthik Natarajan,
Ranjit C J
and 1 other
Auto-detect prospects' Time zone
Detect prospects' time zone and reach out to them at the right time
Written by
Karthik Natarajan
Updated over a week ago
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 set up 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
Outcome Attribution
How to attribute outcomes to Converted and Lost?
Written by
Karthik Natarajan
Updated over a week ago
Outcome configuration
Written by
Karthik Natarajan
Updated over a week ago
How do I add Prospects to my Cadence?
Detailed instructions on getting your outreach started.
Written by
Preena Francis
Updated over a week ago
Get to know who are the active and Inactive ones in your prospect database
Figure out the next steps for active/ inactive prospects in a well-organized manner
Written by
Karthik Natarajan
Updated over a week ago
Account-Based Prospect Management (Beta)
Manage your prospects based on their domains
Written by
Sacchin Kaushik
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
What are Prospect statuses and how do I use them?
Looking to mark someone as "Do not contact" or "Unsubscribe" ??
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
Importing Unsubscribed/Do not Contact Prospects to Klenty
Explanation on importing previously unsubscribed prospects to Klenty.
Written by
Preena Francis
Updated over a week ago