Prospects
Get the most out of your contact database.
By Derrick and 1 other2 authors16 articles
Auto-detect prospects' Time zoneDetect prospects' time zone and reach out to them at the right time
How do I import my Prospects to Klenty?Description on importing Prospects using CSV, Google Sheets, CRM, or manually.
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.
How do I import Prospects from a CSV file?Step-by-step instructions on working with CSV files.
Can I import Prospects from Google Sheets?Instructions on connecting your Google Drive and importing Prospects from Google Sheets.
How do I create Prospects manually?Detailed description on creating new prospects manually.
How do I export my Prospect data?Get a detailed spreadsheet of all your engagement.
Outcome AttributionHow to attribute outcomes to Converted and Lost?
Outcome configurationMeasure success of your cadences using pre-defined or custom outcome
How do I add Prospects to my Cadence?Detailed instructions on getting your outreach started.
Get to know who are the active and Inactive ones in your prospect databaseFigure out the next steps for active/ inactive prospects in a well-organized manner
How do I remove Prospects from a Cadence?Keeping Prospects in your Database but not in your Outbox.
How do I unsubscribe or blacklist a Prospect?Changing Prospect Status to Unsubscribed / Do not Contact.
What is a Prospect's Status within a Cadence?A description of all the possible states.
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.
Importing Unsubscribed/Do not Contact Prospects to KlentyExplanation on importing previously unsubscribed prospects to Klenty.