Notes
Double-click "Note" above the timeline (or pick "Note" in a contact's three-dot menu) to open "Create Note": the date, the contact (or "No contact"), the deal and your text. Tick "Pin note" to keep it at the top of the timeline.
Checklist generated tasks can create or edit a special kind of Note called a Research Note. This is always at the top of the timeline and is reopened for editing by other research tasks. This is the place where all background research notes (from reviewing the contact’s Linkedin profile for example) can be gathered in one place. Before communicating with the contact a quick glance at the Research Note should tell you the key things you need to know.
Emails sent and received are recorded in the timeline of the relevant prospect. You can click on any email to see the details and the history of the contact's engagement with it (each open and click with its time). A received email offers "Reply" and "Forward", a sent one "Forward". See Email.
Call Log
Call logs are similarly recorded. To call a contact, simply click their phone number, in the prospect view or the list view, or click "Complete" on a call task. The call log popup appears ready for you to enter the results of the call. See Call.
With the call manager switched on, the popup has a fold-out line for the phone line, which reads for example "Direct line (Verified)". Set the "Line type" and "Line status" there: this is important information as it allows the call manager to work correctly.
The calculated Line Connect Index depends on the line type ("Direct", "Gatekeeper", "Menu", "Invalid"), the line status ("Not verified", "Verified", "Bad number") and the call attempt number. The LCI reduces after each call attempt unless a successful connection is made.
If the contact name is confirmed (either directly or by recorded voicemail greeting or by an assistant) then the line status should be set to "Verified".
If the call was a successful connection (you spoke to the contact) then pick the outcome "Outgoing call (connected)".
After every new call you are asked "Reschedule call?": one click on "Today", "Tomorrow" ... "In 4 weeks" adds a follow-up call task, or "Scheduled call" opens the task form for an agreed call. The call manager's settings decide the queue and priority of the follow-up task.
Messages
Log a WhatsApp or LinkedIn message with "Message" (double-click it above the timeline, or the speech-bubble icon beside a phone number). Pick the contact, the "Phone number", the deal, the date, the "Direction" ("Sent message" / "Received Message"), the "Message type" and the text. On save the text is copied to your clipboard, and for a sent message "WhatsApp" opens WhatsApp with the number and text ready, while "Linkedin message" opens the contact's LinkedIn profile: you press send there. With TextMagic connected (Integrations, "Sms setup"), "Sms (TextMagic)" sends the SMS from ProspectSafari.
Tasks and meetings
Double-click "Task" to plan a task: its queue, contact, due date, type, owner, priority and text. See Queue mode. On a task, "Complete" opens the task's own form (a call log for a call task, the email form for an email task...) so you log what was done.
Double-click "Meeting" to plan a meeting: title, contact, deal, extra attendees, date ("Check my calendar" finds a free time), duration, status, type and the invitation note. With your Google or Outlook calendar connected, the meeting is added to it and the attendees can be invited.
Dialer
If you have a phone dialer installed on your computer then click to dial should be enabled. Click on the phone icon in the call log popup ("Click to dial: <number>") to dial the number. On a phone, tapping a number calls it with the phone itself and opens the call log. If click to dial is not working correctly, check your system preferences to ensure that the dialer app is the default app for responding to all TEL or CALLTO links. For example on Windows:
- Type “default apps” in the Windows search bar.
- Click Default apps in the search results.
- Scroll down and click Choose defaults by link type. If you’re using Windows 11, click Choose defaults by link type.
- Find CALLTO, click Choose a default, then select your dialer. If you already have an app assigned, click it and select your dialer.
- Find TEL, click Choose a default, then select your dialer. If you already have an app assigned, click it and select your dialer.