When new prospects are delivered in your segment, the next step is to approve the list for further data enrichment.
- Go to data > segment
- click on either the yellow button or the yellow number beneath on approval.
The yellow button on the left is the number of prospects on approval, the number on the right is the number of companies on approval.
Prospects on approval
The provided list grants you first level information over the prospects, their position, their company and their industry. Taking all this information in account you can decide whether you want our team to flesh out the data by clicking accept selected
or reject the prospects by selecting one of the rejection reasons below:
hubsell only charges you for accepted prospects. You can find more related information in this article.
Please note that in provider sourced segments, a rejection can only be accepted if the prospects does not match the criteria provided to hubsell in the segments briefing.
Companies on approval
The provided list grants you first level information over companies, their industry and a link to their homepage. Taking all this information in account you can decide whether you want our team to exhaust their relevant prospects or if you want our team to exclude it from further research.
Congratulations! You now know how to approve prospects and companies and can go to the next step which is 'how to create a campaign.'