How to Make a Monitored Prospect
If a prospect matches your ICP but you feel the trigger is weak, you can monitor the prospect. The system will keep the prospect until a new trigger is identified.
- From the home page, click ‘Suggestions’ on the left hand side of your screen.
- Once you reach the Suggestions page and find a suitable prospect, click on ‘Review Message’.
- After clicking ‘Review Message’, you will see the option that reads “Monitor for another trigger”. Now that suggestion will become a monitored prospect.
- To view the monitored prospect, go to Prospects and click on the ‘Monitored’ tab at the top.
