RevenueGrid People Tab

[The article is work in progress]

RevenueGrid’s People tab lists Leads and Contacts imported from your Salesforce Org; you may also apply specific filters to work with Contacts/Leads records added by your co-workers who also use RevenueGrid.

On the People tab you can monitor the following information about the Leads/Contacts you are working on:

  • Lead/Contact Name
  • The name of the Sequence the Lead/Contact is currently engaged in
  • Name of the Next step to be taken within the Sequence for this Lead/Contact
  • Action required from the end user to-do in order to proceed (if any is required)
  • The Sequence’s stage
  • Prospect communication Stats: the number of conducted calls, sent emails, and the number of the prospect’s replies
  • Last contacted: the date and time of the latest email/SMS/call/misc. contact with the prospect
  • Owner: the name of the user in your Salesforce Org who added the Lead/Contact to RG

 

Tip

Make use of the checkboxes next to the prospects’ records to mark multiple items for bulk actions on prospects. After that click on the (Ellipsis) icon in the upper right corner of the tab to open the menu bulk actions menu:
● Reschedule the sequence for selected prospects
● Finish the sequence for selected prospects with In Conversation status
● Finish the sequence for selected prospects with Finished status

To quickly find a specific prospect in RG, make use of the Search in total and Filter by boxes at the top of the People tab.

Search in total: enter a part of a prospect’s name to quickly locate his/her record among prospects imported into RG by you or other RG users from your Org

Filter by: select a prospect category (by Prospect status or Owner’s name) to focus on relevant prospects

Tip

From the People tab you can open the Sequences widget. Through the widget you can quickly register prospects’ reactions to a Sequence step, switch them to another Sequence (the Add to sequence button ), or Opt out (unsubscribe) them from your campaign(s), based on their response received over any communication channel.

 

After you click on a prospect in the People tab, you will be able to see an Overview of this prospect listing the key details and actions as well as the Engagement Activities which have been performed for this prospect.

In the left-hand small pane:

  • The prospect’s status, full name, company, and contact information (email, phone number)
  • The date and time when the prospect was last contacted
  • Engagement statistics for the prospect: number of calls, emails, email openings, link clicks, and replies
  • Quick to access Opt out button
  • The prospect’s Owner in Salesforce
  • The list of other prospects from the same company (if any) – click to instantly navigate to their overview pages
>>> Click to see a screenshot <<<

 

The right-hand pane Activity displays a timestamped log of all RG Sequence steps performed for the prospect, every engagement activity type marked with its specific icon.

>>> Click to see a screenshot <<<