Alta

Prospects added to a Co-Pilot campaign appear as “Waiting for Review.” Approve them to start the sequence.

How to Approve / Reject Prospects Who Are "Waiting for Review" from a Co-Pilot Campaign

This video explains how to pause or resume an individual prospect in a sequence from the People tab. It is intended to help team members quickly manage prospect status without…

How to Pause/Resume a Prospect in a Sequence

You can easily export prospects into a CSV file by applying filters and selecting the records you need.

How to export a list of prospects

Sharon Drelevich

Track Your Prospects, Their Status, and Next Steps

Prospects

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