Custom Fields

They’re here! 🎉

You can now add as many custom fields as you want but also choose the name and type you want.

A field type can be a date, a url, a phone number, a single or multiple option list, a checkbox, a number or simply text.

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Once you add a custom field, it will be available on all your prospects. Custom fields can of course be used as variables inside your campaigns.

We can’t wait to see you make the best out of these new custom fields by personalizing your emails.

Country field imported on Linkedin

Great news! We are now importing the country field on Linkedin.

When you make a search on Linkedin (individual or bulk research), we will import the country of the prospect if this info is available on the profile.

Do you love it? Because we do! Let us know what you think at support@prospect.io

New location fields

We have added two more fields in Prospect.io.

You can now have the city and state for each of your prospects. You can also filter your prospects per state or city.

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Integrations for admins only

We have updated our integration settings.

Let’s explain in a few words what will change:

  • From now on, users will not be able to connect apps anymore. Only admins will connect apps.

  • Admins will not be able to connect the same app twice. An app can only be connected one time per company. If companies need to manage multiple users, the admin has to go through the user mapping in the workflow.

Tasks are here

We are happy to announce that you can now create tasks linked to prospects.

You can create tasks from:

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All the tasks will be displayed on the dashboard.

We hope that you like it as much as we do because taking the right action at the right time is vital when it comes to sales :)

Country field sent into the SF integration

Great news! From now on, the county field will be sent to your Salesforce account at the same time as the other fields when a deal is created.

Let us know what you think about it at support@prospect.io :)

New users menu

Admins have now a new menu!

The admin will see this new menu. It has 6 pages: The profile settings, the sending address settings, the app and integration, the company settings, the team members and the billing page.

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The users (not admin) will only see the three first pages: The profile settings, the sending addresses settings and the integrations page.

Prospect.io is now faster than ever

Providing a swift and snappy experience is one of our main priorities. Lately, we focused on the reports and managed to decrease the loading time of this screen immensely.

Other screens, such as the dashboard or the prospect index, now load faster as well due to a more optimized infrastructure.

New Integration settings

We have updated our integrations settings and we hope that you like it as much as we do :)

For now on, you create a workflow that contains 3 steps.

  1. Choose a trigger: You can choose when you want to create a new deal. For example, you can ask Prospect.io to create new deals when a prospect replies or when you create a prospect.

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  1. Define a segment: Then you can define if the workflow should be applied to all prospects ot to some prospects.

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  1. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app. You can choose where you want to create the deal.

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I hope you are as excited as we are :) :)

No more automatically upgrading subscription

We have changed the way we manage your upgrade :).Previously, when an account was out of credits we automatically moved it to the higher plan.

From now on, we don't automatically upgrade your subscription anymore. Instead, we'll send an email and warn the admin at:

  • 80% of credit usage
  • 100% of credit usage (no more credits)

When the account is out of credits:

  • The sending campaigns are automatically paused
  • Nobody in the account can use credits anymore (extension, campaigns, imports, etc.)

If you need more credit, you can upgrade your subscription manually here