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Contacts: Who Are My Prospects?

Contacts dashboard for identifying prospects who haven't made their first purchase yet to understand your pipeline and convert leads.

Updated over 2 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: This Contacts dashboard page helps you identify and analyze potential customers who haven't made their first purchase yet but are in your system as contacts. It's your go-to tool for understanding your prospect pipeline and converting leads into buyers.

Key visualizations: The page features a comprehensive prospects table that you can customize through the filter panel, allowing you to segment and sort your potential customers by various criteria like acquisition source, engagement level, and contact details.

When to use it:
• When planning targeted marketing campaigns to convert prospects into first-time buyers
• When you need to clean up your contact database or assess the quality of your lead generation efforts

Questions this page answers:
• How many prospects do I have in my database who haven't purchased yet?
• Can I see which prospects came from specific sources like my tasting room or website?
• Where can I find contact information for prospects I want to reach out to directly?
• How do I identify my most engaged prospects who are likely to convert?
• Can I view prospects by when they were added to my system?

Tip: Use the filter panel to narrow down prospects by acquisition source or date range before exporting contact lists for targeted email campaigns or sales outreach.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

Page Info

  • Category: Contacts

  • Menu: Contacts - Who Are My Prospects

  • Visual components: 2

  • Table: Prospects List

    • Contact Url

    • Customer Number

    • First Name

    • Last Name

    • Full Name

    • Contact Email

    • Contact Phone

    • Contact Created Date

    • Days Since Contact Created

    • Contact Last Communication Date

    • Contact Last Communication Method

    • Contact Last Communication Source

    • Contact Preferred Communication Channel

    • Contact Marketing Responsiveness

    • Contact Email Marketing Consent Status

    • Contact Text Marketing Consent Status

    • Contact CRM Email Status

Visual Components

  • Table: Prospects List

    • Contact Url

    • Customer Number

    • First Name

    • Last Name

    • Full Name

    • Contact Email

    • Contact Phone

    • Contact Created Date

    • Days Since Contact Created

    • Contact Last Communication Date

    • Contact Last Communication Method

    • Contact Last Communication Source

    • Contact Preferred Communication Channel

    • Contact Marketing Responsiveness

    • Contact Email Marketing Consent Status

    • Contact Text Marketing Consent Status

    • Contact CRM Email Status

  • Filter Panel: Send to External System

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