Prospects

Get the most out of your contact database.

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14 articles in this collection
Written by Preena Francis, Bala Sindhuja, Ranjit C J and 1 other

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 configuration

Written by Reebal Bernadette
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

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 Bala Sindhuja
Updated over a week ago