You can filter your list contacts by Stage, Commission Tier, or Tag.
Stage Filtering: You can filter your influencer view by relationship stages, which are also available in your Relationships board.
Prospects: These are influencers you've recently added to a list.
Reached Out: These are influencers you've emailed. Any prospect you email will automatically be moved from 'Prospects' to 'Reached Out'.
In Conversation: Influencers are automatically moved to the 'In Conversation' stage when they reply to your email.
Onboarded: This stage is assigned to influencers after the outcome of email conversations.
Rejected: These are influencers you manually move from 'In Conversation' to 'Rejected' based on your conversation.
Commission Tier Filtering: You can filter your list view by influencers commission tiers that you’ve assigned them.
Tag Filtering: You can filter your list view by influencer tags that you’ve assigned them.
Still have questions?
Reach out anytime via the support chat at the bottom-right corner of your dashboard, or email us at support@getsaral.com. We’re happy to assist!