How to Share Prospect List to a Client
Discover how to assign a created prospect list to a specific client. Learn to link prospects with client orders and relevant outreach links.
Pre-requisites
- Existing prospect lists created in Uprankly.
- Pre-defined clients and associated orders.
- Available outreach links for the campaign.
- Access to the "Prospect List" section.
- Ability to select from dropdown menus.
Why It Matters
- Connects outreach efforts to clients.
- Facilitates client-specific campaign management.
- Enables tracking of client progress.
- Ensures accurate assignment of tasks.
- Helps in visualizing client-project relationships.
Here's a step-by-step guide on how to assign a prospect list to a client in Uprankly, based on the video:
Assigning a Prospect List to a Client
Locate the Prospect List: Go to the "Prospect List" section from the left-hand navigation menu. You will see a table with your created prospect lists.
Access Actions: For the specific prospect list you want to assign (e.g., "CRM for startups"), click on the three-dot menu located in the "Action" column on the right side of the list.
Select "Assign Client": From the dropdown menu that appears, choose the "Assign Client" option.
Assign Client Details: A pop-up window titled "Assign Client" will appear with the following fields:
- Select Client: Click on the dropdown menu to see a list of available clients. Select the client you wish to assign the prospect list to (e.g., "Alex Johnson").
- Select Order: Click on the dropdown menu to select an order associated with the client.
- Select Link: Click on the dropdown menu to select a specific link from the order.
Confirm Assignment: After filling in all the required fields (Client, Order, and Link), click the "Assign Client" button.
A confirmation message, "Client assigned successfully," will appear at the top of the screen, indicating that the prospect list has been successfully assigned to the client. The prospect list will then update to show the assigned client and its progress.