Prospects
Track Your Prospects, Their Status, and Next Steps
By Sharon and 1 other2 authors10 articles
- How to Approve / Reject Prospects Who Are "Waiting for Review" from a Co-Pilot CampaignProspects added to a Co-Pilot campaign appear as “Waiting for Review.” Approve them to start the sequence.
- How to Use the Activity Log in Alta (Campaigns, Dashboards, Views, and LinkedIn Reps)Track who changed what in Alta — campaign edits, dashboard updates, data-model view changes, and LinkedIn rep events — with filters and a per-change diff.
- How Prospect Statuses Work in Alta (and How to Customize AI Status Classification)Learn what each prospect status means, how Alta's AI classifies replies into Interested, Not Interested, Meeting Booked, or Unclassified, and how to customize the classification prompts in Status Settings.
- How to Use the Companies View in Alta (Track Accounts Across Campaigns)Track every company your campaigns touch — signals, tags, coverage, and campaign membership — from the account-wide Companies page or the Companies tab inside a campaign, with filters, saved views,…
- How to Call a Prospect from Alta with the Built-In DialerMake live, human phone calls to prospects directly from your browser with Alta's built-in dialer — pick your caller ID, talk, and have the call logged automatically.
- How to Set Your Campaign's Sending Schedule in Alta (Timezones, Active Days, and Sending Hours)Control exactly when your campaign contacts prospects: prospect-timezone sending, active days, daily sending window, an automatic end date, and the Start Sequence Immediately option.
- How to Send Prospects to Another Campaign in Alta (Move or Re-Target Prospects)Use the prospects actions menu to send selected or filtered prospects into a new or existing campaign, with an option to pause them in their current campaign.
- How to Use the Prospect Slide-Over in Alta (Timeline, Tabs, and Quick Actions)Open any prospect to see their full outreach timeline, profile tabs, signals, and quick actions like Pause, Approve to send, Sync to CRM, and keyboard navigation.
- How to Pause/Resume a Prospect in a SequenceThis 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 export a list of prospectsYou can easily export prospects into a CSV file by applying filters and selecting the records you need.