Screenshot Tour
Prospects - and Customer/Team Member database

Contact Manager
Contact Manager - Easily manage each contact/subscriber in this section. Search your entire database in a variety of ways to pull the exact list you are looking for. Once you do a search you can also "send a broadcast" to the list (for example: New Product Announcement to all Retail Customers). Click on a contacts name to view all of their details.

Add a Contact - This section is used for adding people into your contact manager. It will not send any autoresponders.

Export Contacts - Exporting contacts is a breeze. You can export your entire database or certain categories and import them into virtually any database.

Prospect Details

Prospect Details and Management - View all of the details of the prospect in this section and easily edit any of the prospect's information. Take notes and place the prospect into a "category". At the bottom of the page is their email history.

Prospect Email History - See all of the emails that have been sent to the prospect and also see which emails were opened and which links were clicked.

Massive Data - for Each Contact:

  • Complete Page Path History (if opted-in)
  • Scoring System
  • Name
  • Email
  • Phone
  • Time Zone
  • Address
  • City
  • State
  • Zip Code
  • 5 Custom Fields
  • Lead Source
  • Autoresponder Status Color
  • Campaign Subscription
  • Current Score
  • Easy Unsubscribe Link
  • Category
  • Notes
  • Score History and Breakdown
  • Manually Add a Manual Follow-up Score Item
  • 10 Custom Fields
  • Transfer Prospect to Another Distributor