Prospects

Importing Prospects into Esferas.io
Importing Prospects into Esferas.io Esferas.io offers several flexible methods for importing Prospects, allowing you to efficiently build and manage your n...
Tue, Jun 11, 2024 at 4:50 PM
Archiving Prospects in the Esferas Application
There are several ways the application will allow you to archive Prospects. To Archive a Prospect via the Prospect Details Button: Click the Details icon...
Tue, Jun 11, 2024 at 4:51 PM
Unarchiving Individual Prospects
To unarchive a Prospect: Go to Prospects in the left navigation panel Select the Filter button to the right side Adjust the toggle to "Archived&qu...
Mon, Dec 27, 2021 at 10:25 PM
Viewing Archived Prospects
To view Archived Prospects: Go to Prospects in the left navigation panel Select the Filter button Adjust toggle to include Archived Prospects
Thu, Aug 19, 2021 at 10:16 PM
Import via Sales Navigator
Once a search has been saved within Sales Navigator, you can utilize the Esferas.io extension to both import Prospects and assign them to an Action Sequence...
Wed, Aug 11, 2021 at 10:40 PM
Building Lists in Sales Navigator
Each saved search within Sales Navigator yields a specific list of connections based on the filter criteria used. Because both LinkedIn and Sales Navigator ...
Tue, Jun 11, 2024 at 4:52 PM
Unarchiving Prospects in Bulk
To unarchive a Prospects in bulk: Go to Prospects in the left navigation panel Select the Filter button to the right side Adjust the toggle to "Ar...
Mon, Dec 27, 2021 at 10:28 PM
Adding Tags via Prospect List
To add tags to individual Prospects: Go to Prospects in the left navigation panel Select the desired Prospect  Search criteria can be used to narrow you...
Tue, Dec 28, 2021 at 12:53 AM
Adding Tags via Prospect Details
To add tags to individual Prospects via Prospect Details: Go to Prospects in the left navigation panel Locate the desired Prospect  Search criteria can ...
Tue, Dec 28, 2021 at 12:51 AM
Bulk Adding Tags to Prospects
To bulk add tags to Prospects: Go to Prospects in the left navigation panel Use search fields and/or Filter options to locate the intended Prospects Bu...
Tue, Dec 28, 2021 at 10:38 PM