Once a prospect has been added to your Reply account, the system creates a multi-functional profile card. Select a prospect from the list on the People page and the profile will open immediately, showing the contact information that was specified manually or added with CSV file import.
Please note: you can edit all of these profile fields manually and save changes, but you cannot create new fields (e.g. custom variables).
Under the contact name on the top of the profile, you can see the following action icons:
- Add a prospect to a group list
- Move to sequence
- Change prospect status
- Send personal email
- Make a call
- Remove prospect from your account
Below the action icons, you'll find the current prospect status. Each contact can have up to 4 statuses at the same time, for example, Contacted, Opened, Replied, Finished. This means that the prospect received at least 1 email sent from your Reply sequence, opened it at least once, replied to your email, and was marked as Finished (because Reply stops email sequence for the prospects who replied).
The left arrow on the profile sidebar opens the contact Activity log. Here you can find the history of the prospect’s activity starting with the contact creation. All the links in the Activity log are clickable, so you can navigate to sequences and lists if needed.
There is also a Sequence tab showing the current sequence the prospect is associated with as well as the previous ones if any. You can navigate to any of these sequences by clicking on them.
On the Emails tab, you can overview all emails ever sent to this specific prospect.
Here you can see when emails from all sequences have been sent to this prospect and personal messages. You can open each thread and reply to the prospect’s emails directly from here.