Finding customers with Snappy Front Desk · Lesson 3 of 5

Pick them and start

0:59 · Captions: English, Arabic, French and Chinese.

Turning a list into outreach usually means a week of copying. In this lesson, Yusuf picks his firms in one step.

What you'll learn

  • Pick firms, or take them all
  • Start the campaign
  • Find more when you need them

Step by step

  1. Pick, or take them all — He can tick firms one by one — Snappy says how many more he needs to start — or add every firm with a published e-mail at once.
  2. Add them — He adds them. Each one becomes a lead in this campaign — and anyone Harbour Gate already knows, or who asked not to be contacted, is left out by itself.
  3. Ready to start — With ten or more, the campaign is ready to start. The next step is the first e-mail.
  4. The leads — The leads are listed on the campaign, each with its fit, who the e-mail will reach, and its stage.
  5. More when you want — And when he wants more, the matches stay on the campaign — and Snappy can map more firms in the background.

From a description to a list of leads, in minutes. Next: the first e-mail.