Follow this guide to learn what users can do in the prospects tab
The prospects tab houses all information for users in SalesAi. Here is what you can do and see inside the prospect tab.
- Here, users can search for prospects by name.
- By Clicking "Import Prospects", users are taken to the Data Import tab to bulk-upload prospects.
- Users can manually add prospects 1 by 1 by clicking "Add Prospects".
- Users can manually enroll prospects into sequences by clicking on the check box next to the prospect names, then clicking "Enroll in Sequence".
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- Here, users can find the Prospect Name, Assignee (If applicable), Primary Company, if they have Consent to be contacted, and the date the prospect was created in SalesAi.
- By clicking the 3 dots in the Actions column, users can Edit the Prospect, Enroll them into a Sequence, Un-enroll prospect from Sequence, or Delete the Prospect.
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