You should reach-out to these contacts

Find contacts that you can reach-out to in Proactive's database

Video Transcription

Keeping in touch with prospects is always a great idea. Here are two ways that Proactive can help you if you're wondering who to reach out to.

Look in Contacts

The first one is in contacts.

The last column is the day since column and this means the number of days since we entered any data into practice for a given contact. So here we can see we've not done anything with Richard raw house for 285 days. If I sorted this data, you'll see that the some of them have got a dash. This means we've never entered any data into practice about any of these contacts. So it might be the case that these are people that you would target to actually reach out to.

We could filter here so the list makes a bit more sense. Let's for example, go to have a look at what we labeled as prospects. Now from here, we can say right, we're going to contact these people here. So I'm just going to tick that yellow star. So we've got a group group of contacts that we've actually ticked. And I'm just going to filter them.

Now from here, we can do several things, we can click the Actions button, we can export their email addresses. So we can use these in an email application. Or we can use Proactive's mailshot feature to send them all the mail. Or we can work with this list, we can individually email them, we can call them, we can go into each contact and we can add them to a list. So here's one I prepared earlier. Don't forget to click the button at the top.

Go back and we just do them one by one like this, and on the go. So if we go to the list now we can see that we've got a group of contacts that we can actually contact. So that's the first method. The second method is in reports. If we go to opportunities sales report, and scroll down to contacts with no opportunities. This is a list of contacts that we've never created an opportunity for. By way of reminder, opportunities are where we store sales leads in proactive. So just going back to this list, everybody here does 89 of them in this test database, if not create an opportunity for any of these contacts. So once again, we might want to filter them for just to see our prospects for example. So all of these present an opportunity if we go to 25, we can see the whole list. This is a list of people that you can get in touch with Okay, thank you very much


Created: 16/09/2019  |  Published: 16/09/2020  |  Last Updated: -

Reduce Business Overwhelm

Proactive provides small businesses owners with everything they need to reduce overwhelm, get focused, get organised, save time and grow their business.

Click the button below to get started
You can cancel at any time - no questions asked.

Start your 30 Days Free Trial
Click Here

Latest Posts

Garry Lee - Small Business Owners - Take Control of your Marketing
Garry Lee - Small Business Owners - Take Control of your Marketing - podcats for Small Business Heroes
Published: 24/02/2021

Leona Bishop - International Sustainable Leadership Coach
Leona Bishop - International Sustainable Leadership Coach
Published: 24/02/2021

David Thomas - Creating Presentation Rockstars
How to be a great presenter and much more
Published: 29/12/2020

Vickylynne Atherton - A natural born sales leader
I am Vickylynne Atherton, founder of Artemis. I am an extraordinarily successful Sales Specialist with over 20 years’ experience. I named by business after Artemis “The Hunter” as I am a natural born sales leader who now works with a broad selection of organisations to build sales strategies and assist with the generation of new business.
Published: 11/12/2020

Jess White - Outsourced Marketing for SMEs
Jess is a mega experienced event producer and strategic marketer who has spent over 15 years working client and agency side with major blue chips, charities and on well-known sporting events alongside building her and her husband’s live event business. Jess helps SME’s who need more time and resource with outsourced marketing, events and project work.
Published: 26/11/2020