Esferas.io offers multiple ways to manage your Prospects efficiently, including the ability to archive Prospects directly while browsing LinkedIn. This feature helps you keep your list of Prospects organized and up-to-date.

Step-by-Step Guide to Archive Prospects on LinkedIn:

  1. Open LinkedIn and Navigate to Prospect's Profile:

    • Log into your LinkedIn account.
    • Use the search bar or navigate through your network to find the Prospect you wish to archive.
    • Once you're on the Prospect's profile page, the Esferas.io extension will automatically detect the profile.

  2. Access the Esferas.io Extension:

    • Click on the Esferas.io extension icon in the top right corner of your Chrome browser. If you can't see the icon, it might be hidden under the puzzle piece icon; click it to reveal hidden extensions and select Esferas.io.
    • The extension should now display a pop-up box related to the Prospect's profile you are viewing.

  3. Archive the Prospect:

    • In the pop-up box, look for the option labeled "Archive Prospect."
    • Select "Archive Prospect." This action removes the Prospect from your active list and moves them to your archived list within the Esferas.io application.

  4. Confirmation:

    • Once you select "Archive Prospect," a confirmation message should appear, indicating that the Prospect has been successfully archived.

Tips for Effective Prospect Management:

  • Regular Reviews: Periodically review your list of Prospects to archive those who are no longer relevant, helping you maintain a focused and updated Prospect list.
  • Use Notes: Before archiving, consider adding notes or tags to the Prospect's profile within Esferas.io to record why they were archived. This can be helpful for future reference.

Troubleshooting:

  • Extension Issues: If you don’t see the Esferas.io icon or the "Archive Prospect" option doesn’t appear, try refreshing the LinkedIn page or restarting your browser.
  • Need Help? If issues persist, visit our support page or contact our support team for further assistance.

By following these steps, you can easily archive Prospects directly from LinkedIn, keeping your workspace organized and efficient.