What's new on Prospect.io

Prospect.io news feed and changelog.

New
August 11, 2021

More Enrollment Triggers

We've added more options to automate the enrollment of your prospects (organizations, deals) and make your workflows even more flexible and customized.

The new options include events that are happening to other types of entities in Prospect.io.

For example:

  • Enroll prospects when their organizations are updated, added to a list, or a new note is added to their organization, etc.
  • Enroll deals when the prospects linked to them open an email, or a new prospect is added to the organization linked to the deal, etc.

Explore the new triggers for each of the workflow types (prospect-, organization-, or deal-based).

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New
August 06, 2021

Merge Branches in Workflows

We've just added an option to merge the YES and NO branches after a Conditions step in your workflows. It will save your time when building workflows and eliminate the unneeded copy-pasting.

Just add "Go to step" (can be found in the Building Blocks section) at the end of the branch and choose the destination step in the other branch. When prospects (organizations or deals) reach this step, they'll be forwarded to the selected step of the other branch and will continue there.

Limitations: "Go to step" must be the last step of the branch. To avoid infinite loops, you can't choose the destination step in the same branch or before the Conditions step.

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New
July 14, 2021

Prospect.io on Mobile

The mobile version of Prospect.io is now available to you!

We've designed the mobile version of Prospect.io to give you quick access to your sales assets – deals, tasks, prospects, and organizations – at any time, from any device.

The mobile app is available via any mobile browser and automatically adapts to perfectly fit the size of your device (tablet, smartphone, etc.).

What can you do with the mobile version?

Deals: access existing deals (both open and closed), create new deals, move deals to the next stages, mark them as won/lost, etc.

Tasks: access existing tasks (both pending and completed), create new tasks, mark them as done.

Organizations: view your organization list, create new ones, edit, add attachments, enroll in workflows.

Prospects: view your prospects list, create new ones, search for email addresses, edit, add attachments, enroll in workflows, send emails.

Limitations of the mobile version

Workflows, reports, and account settings are currently available only on the desktop version.

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New
July 01, 2021

Enroll in Another Workflow

A new workflow step that will make your life much easier 😉

Use the Enroll in workflow step to push prospects into a new workflow directly from their current workflow. No more need to play around with updating prospects, adding to lists, and searching for a matching enrollment trigger.

Just 1 step. Perfectly simple!

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