In this article, you’ll learn how to view and update prospect details, track their activity history, add notes, and send individual emails and LinkedIn messages directly from their profile.
How to access a prospect profile
After importing your own list or collecting prospects with Snov.io tools, they can be found in the Leads –> page. This page provides a general overview of prospects in the list.
To view detailed information and manage specific prospects, go to their profile.
There are several ways to find a specific prospect’s profile.
From the prospect list: Open the desired list, browse to find the required person, and click on their name.
Using general search: In the upper right corner of the Leads page, click on the search icon, then type their name or email address.
The general search looks through all your prospect lists, not just the one you’re currently viewing.
View prospect details
On a prospect’s profile page, you have access to all their information and can take various actions to manage them directly within the profile.
In the Details tab, you’ll find default fields such as Email, Location, Phone, Industry, and Country.
In the Employment section, you can view the prospect’s company details, including Company, Job Position, Website, and HQ (office) phone number.
In the Deals tab, you can add the prospect to a deal and automatically transfer them to your CRM for further management.
You can also add tags to label prospects based on your own criteria, which helps in filtering them by these tags later.
Add custom prospect fields
In the prospect profile, you can create custom fields to add specific information that can be used in future communication with the prospect.
For each custom field, we generate variables (placeholders) that you can insert into email content. This allows you to use data from custom fields to personalize emails in bulk.
To add a custom field, click the settings icon on the right. Enter a field name and select its type based on the content, such as text or number.
You can populate custom fields with data by either manually entering it (edit fields) or updating fields in bulk using the import option.
Custom fields you create in one profile are automatically applied to all prospects in the same list.
Edit prospect profile
You can edit default or custom fields to update or add new information about your prospects.
To edit a prospect’s profile, click the edit icon next to the field you want to change. After making your changes, click the Save button at the bottom of the page to update the profile.
Review interaction history
The activity timeline, located on the right side of the profile, shows the history of interactions with the prospect in Snov.io. It helps you track engagement and actions with the prospect after they are added to your list.
The timeline records actions you took to manage the prospect, such as adding tags or updating information, as well as the prospect’s activities, like opening emails or replying, in chronological order.
Examples of timeline events include:
- The source of the prospect (e.g., imported, added manually, or collected with finder tools)
- Emails and LinkedIn messages sent through automations
- Prospect replied to email, connection request, or LinkedIn message
- The prospect added to campaign
- Email verification status updated
- Tags added to the prospect
- Prospect information updated
Each timeline event includes a timestamp, so you can check when exactly it happenned.
Add notes
You can add notes to a prospect to record observations, thoughts, or reminders from your communications.
To add a note, click the Add Note tab at the top. Important notes can be pinned to the top of the activity timeline to keep them always visible.
Send emails and LinkedIn messages
After reviewing a prospect’s profile, you can reach out using your preferred channel directly without leaving the profile page.
In addition to automated sequences –>, you can manually contact prospects through single emails and LinkedIn messages. Using this option, you can send even more personalized messages that have a better chance of a reply.
To send an email, click on the Send email tab at the top. Choose the email account you want to use as the sender. The recipient’s address will be the prospect’s main email.
Remember: Sending single emails from a profile uses your account’s daily limit. Check it in your email account settings –>
To send a LinkedIn message, choose that option at the top left of the profile page.
Select the LinkedIn account you want to use from the dropdown menu and write your message. You can also insert links if you want to add a call-to-action or share a document with your prospect.
Read how to connect LinkedIn account here –>
Remember: Sending LinkedIn messages from a profile uses your account’s daily limit. Check it in your LinkedIn account settings –>
Emails and messages you send will be recorded in the activity timeline. Any responses from prospects will also appear in the activity history.
You’ll also find the emails and messages you sent through Snov.io in your email client or LinkedIn account, depending on where they were sent from.
FAQs
Below we will list a few more things to know while working with a prospect profile.
- Click the prospect’s name at the top of the profile page to edit it.
- Click three-dots at the top left to move or delete a prospect.
- Lists field below a prospect’s name shows the list names this prospect is currently in.
- If we find a duplicate of this prospect in other lists, a Merge duplicates icon next to a three dot menu will notify you about it.
- Manage tags option under a prospect’s name lets you quickly add a tag to use in filters later.
- You can view a full list of leads from a company where the prospect is employed. Under Employment section, click three-dots –> View company.
Still have questions? Contact our support team at any time at help@snov.io or live-support chat.
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