Outbound Interactions
This section of the AnyBiz dashboard provides insights into your outbound interactions with prospects, helping users track engagement efforts across different communication channels.
📌 Key Features in the Dashboard:
🟣 Search & Filters
- Search by Prospect: Quickly find a specific contact.
- Filters: Apply filters to refine search results.
🟣 Timeframe Selection (Right Side)
- View interactions over different timeframes:
- 7 days
- 30 days
- All-time
🟣 Activity Log
- Activity Timestamp: The date and time when the last interaction occurred.
- Prospect Name & Role: The name and title of the contacted person.
- Company: The company they work for, including an icon indicating their LinkedIn presence.
- Persona: Shows which AI-generated persona was used to interact with the contact.
- Source: "AnyBiz Database" indicates where the contact was sourced from.
🟣 Communication Channels
- Email (Gmail Icon): Indicates whether an email was sent.
- Phone Call (Phone Icon): Shows if a call attempt was made.
- LinkedIn (LinkedIn Icon): Displays if LinkedIn outreach was used.
🟣 Status Selection
- Planned: Displays interactions scheduled for the future.
- Contacted (Selected): Shows all the prospects that have already been contacted.
🔹 How to Use This Dashboard Efficiently?
✅ Monitor outreach efforts: Track when and how prospects were contacted.
✅ Optimize communication channels: Identify which methods (email, LinkedIn, calls) work best.
✅ Refine target audience: Use filters to find specific prospects and engagement patterns.
We look forward to helping you with any questions or needs you may have!
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