Get a real-time snapshot of your prospecting activity and engagement in Invelo
Invelo's Prospecting Overview gives you a quick, high-level view of your current lead generation efforts. From marketing engagement to newly added prospects and those needing follow-up, this dashboard helps you stay on top of your pipeline and identify where to focus next.
What You’ll See in the Prospecting Overview
The overview provides a breakdown of key prospecting metrics based on your entire prospect database, helping you measure performance, identify gaps, and prioritize actions.
Here’s what each section means:
1. Enrolled in Marketing
- This shows the number of prospects currently enrolled in a marketing campaign, such as direct mail or email sequences. It gives you a sense of how much of your prospect list is being actively engaged.
- Why it matters: If only a small portion of your prospects are enrolled, you may be missing opportunities to nurture leads.
2. Auto-Adds
- This metric reflects the number of new prospects added to your database in the last 30 days through the auto-add feature in List Builder. It’s shown as a count relative to your total prospect list.
- Why it matters: This helps you track how consistently your list is growing through automation and whether your filters are still pulling in high-quality leads.
3. No Communication
- These are prospect records with no recorded engagement or outreach—no emails sent, calls made, or mail campaigns triggered. It’s based on your full list of prospects.
- Why it matters: These leads are going cold. Use this insight to trigger outreach and keep your pipeline moving.
4. Lost Prospects
- This count includes prospects marked as lost due to disqualifying reasons, such as the property being recently sold, marked Do Not Contact, or identified as a bad fit.
- Why it matters: Understanding how many records are being disqualified helps you evaluate list quality and refine your targeting over time.
How to Use This Overview
-
Identify gaps in outreach so you can quickly follow up on overlooked prospects
-
Measure marketing coverage to ensure you're consistently engaging leads
-
Spot growth trends based on recent auto-adds
-
Monitor list health by keeping an eye on lost prospects
This snapshot makes it easier to stay organized, optimize your campaigns, and ensure that no prospect slips through the cracks.