Prospects
Track Your Prospects, Their Status, and Next Steps
By Sharon and 1 other2 authors6 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 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.