Running your network
Prospects and leads
Build a list of companies to invite, and follow up on enquiries.
There are two ways to grow your network: prospects you reach out to, and leads who come to you.
Prospects
- Add prospects manually or import them from a CSV. Prospects can also arrive from a connected source such as Odoo, and you can filter by where they came from.
- Tag and filter them, and track their status (staged, invited, accepted, or rejected).
- Select prospects and invite them in bulk.
Leads
- Leads are enquiries that come in from your contact form and directory listing.
- Track each lead's status (new, contacted, qualified, converted, or lost) and follow up.