Leads list dashboard

👋 Hey there! 🌟

This tutorial walks you through viewing and managing leads within the Sales Engagement Tool. Access your lead list by selecting the campaign name in the Campaigns menu, where real-time statuses like Discovered, Connection Pending, and Connected and more. Expand each lead’s details to track their progress and streamline your outreach efforts with ease! 🚀✨

👉 Here are 2 simple steps to access your leads:

1. Click on the Campaigns from the left side menu.
2. Click on the Campaign name in order to reach out the specific campaign lead list section.

🔍 When you follow these steps, you'll see a leads list for campaign of choice that looks like this:

 

📋 Statuses your leads can have:

• 🌟 Discovered: Found by Sales Engagement Tool and ready for engagement.
• ⏳ Connection Pending: Sales Engagement Tool has sent a connection request; waiting for the lead's acceptance.
• 🤝 Connected, Not Replied: Lead accepted the request but hasn’t responded yet. Don’t worry, automation continues until they reply.
• 💬 Replied: Lead responded to the request or message. You can find them in Sales Engagement Tool Smart Inbox!
• 💬 Replied, Not Connected: Lead replied to your connection request message but hasn’t accepted it yet.

🔍 To dive deeper into a lead's journey, simply click on the arrow next to their name and you will be able to see current progress of the leads within campaign.

We hope you find this guide super helpful and that it enhances your Sales Engagement Tool experience. Enjoy exploring and maximizing your potential with Sales Engagement Tool! 🚀🎉👩‍💻👨‍💻✨