By clicking "View" in the List View you open the Prospect View at the first row (or click a row's logo, company name or contact name to open that prospect). You then walk through the same list, in the same order, with the same filter and search.
Click the ProspectSafari logo at the top to return to List View. The list keeps its filter and search.
To go back to List View
The prospect's website shows live on the left, its data and contacts in the middle, and the timeline on the right. The round arrow on the edge of the website makes it wider, and back again.
Move through your list
- The bar at the top shows "x of N". Use the left and right arrows to step back and forward.
- Click "x of N" once, type a number and press Enter to jump straight to that prospect.
- The search box and the filter at the top narrow the list you are walking, as in the list view.
Qualify in seconds: the bottom bar
In the Prospect View you see the data that has been scraped and collected for each prospect and its contacts. The bar at the bottom of the screen is for fast categorisation and data entry. It asks, one at a time, the decisions and the custom fields that an admin has chosen for the bar in Settings.
- A decision is answered A, B, C or No. An answer moves on to the next decision or field; a text or number box moves on with Enter. After the last one the prospect is saved and the next prospect opens.
- The small arrows in the bar step back and forward through the questions.
- The bin beside "No" deletes the prospect. "Delete and block" keeps it out of later uploads and company searches (it can be restored from "Blacklisted" in the menu); "Delete but don't block" removes it for good.
Answering A, B or C on a decision moves a prospect with the status "None" to "New". If your workspace has deals set to auto-create at status New, a Deal is created, and with "Deal display first" on, the next time you view this prospect the Sales Coach shows on the left instead of the website. The globe button at the top of the Sales Coach, or closing the deal, switches back to the website.
Link buttons
Any social media and listing website urls found on the website are shown as buttons, after the workspace's search tools. They can be edited by clicking the pencil beside the prospect name ("Company urls:").
Clicking a button opens the page in a separate window placed to the left of the ProspectSafari window.
The LinkedIn search tool searches LinkedIn for the company, so you can find its employees. With the extension installed, right-click a person's name or picture and pick "Add contact" to add them to the prospect.
Tick "Auto open", the box in front of the link buttons, then click a button: that kind of link opens by itself for every prospect you move to.
Click to make "sticky" selection
Contacts
In general, a new contact is created for each email or phone number scraped from the website. In addition, contacts can be added by an upload, by hand or with the extension.
To merge one contact into another, pick "Merge" in the contact's three-dot menu. This is useful if you wish to keep otherwise separate email and phone records in a single contact.
The Main Contact is shown at the top of the contact list, then the working contacts. With HubSpot connected, every contact marked "Working contact" is synchronised with HubSpot.
Calls, emails
Click on a phone number to open the call log popup (on a device that can dial, it also starts the call). Enter details of the call, always remember to select the "Outcome", and save. The call log is shown in the timeline with the appropriate icon, and the prospect's status changes as appropriate. See Call.
Click on the email address to open the email form (once your email is connected). You can choose a Sequence or Template or simply write the email. The email is tracked, and its timeline card shows when it is opened or clicked. Emails to and from a contact's main address, whether sent via ProspectSafari or from your own email program, are shown in the timeline.