Table of Contents
1.
Getting Started
1.1.
Confirm Your New Account
1.2.
Connect Your LinkedIn Profile
1.3.
Identify Your Ideal Customer
1.4.
Create a Campaign
1.5.
Create a Sequence
1.6.
Check Your Inbox and Follow Up with Your Leads
2.
Best Practices
2.1.
Important Update Bulletin
2.2.
Read This Before You Begin
2.3.
Performance Tips
2.4.
Notice About Recent LinkedIn Re-Verifications
2.5.
Platform Updates
3.
Stats Dashboard
3.1.
Overall vs. Campaign Level Stats
3.2.
About the Statistics on the Dashboard
3.3.
Changing Time Period for Stats View
3.4.
Frequency of Stats Dashboard Updates
3.5.
Status Notification Boxes
3.6.
Upcoming and Recent Activity
4.
Managing Your Inbox
4.1.
Inbox Search
4.2.
Relation Status Indicator
4.3.
Email Status Indicator
4.4.
Phone Number Status Indicator
4.5.
Campaign Indicator
4.6.
First Name and Last Name
4.7.
Title/Company
4.8.
Conversation Status/Sort Column
4.9.
Follow Ups
4.10.
Follow Up On
4.11.
Message Window
4.12.
Continue Sequence
5.
Campaigns
5.1.
Using Your Campaign Page
5.1.1.
Campaign Search
5.1.2.
Prospect Active Status Toggle
5.1.3.
Blacklist Status Indicator
5.1.4.
Relation Status Indicator
5.1.5.
Email Status Indicator
5.1.6.
Phone Number Status Indicator
5.1.7.
First Name and Last Name
5.1.8.
Title/Company
5.1.9.
Step Status Indicators
5.1.10.
Follow Ups
5.1.11.
Follow Up On
5.1.12.
Message Window
5.1.13.
Continue Sequence
5.2.
Creating a Campaign
5.3.
Deleting a Campaign
5.4.
Toggling a Campaign On or Off
5.5.
Renaming a Campaign
5.6.
Targeting Options
5.6.1.
LinkedIn Search Results
5.6.2.
Sales Navigator Search Results
5.6.3.
Group Members
5.6.4.
People Who Engaged with a LinkedIn Post
5.6.5.
My Network
5.6.6.
Import
5.7.
Syncing a Campaign with Google Sheets
6.
Sequences
6.1.
The Five Sequence Actions
6.2.
Creating a New Sequence
6.3.
Using Message Variables
6.4.
Cloning a Sequence
7.
My Network
7.1.
About the My Network Tab
7.2.
A Note about Profiles Just Added to Prospect Maximizer
7.3.
“My Network” Google Sheet Sync
8.
Blacklist
8.1.
Adding a Prospect to Your Blacklist
8.2.
Sales Navigator URL’s and the Blacklist
9.
Settings
9.1.
Action Thresholds
9.2.
Time Zone
9.3.
Account Health
9.4.
Run on Weekends
10.
Credentials
10.1.
LinkedIn Credentials Status Notification Box
10.2.
LinkedIn Credentials
10.3.
Google Drive Authentication
11.
Account Page
11.1.
How to Access the Account Page
11.2.
Change Password
11.3.
Change Your Plan
11.4.
Update Your Billing Information
12.
Managing Your Prospect Maximizer Account
12.1.
How to Add an Additional LinkedIn Profile
12.2.
Managing Multiple LinkedIn Profiles
12.3.
How to Remove a LinkedIn Profile
12.4.
Understanding the Billing for Additional LinkedIn Profiles
12.5.
How to Read and Understand Your Invoice
12.6.
How to Upgrade and/or Downgrade Your Account
13.
Google Sheets Integration
13.1.
How to Connect to Your Google Drive Account
13.2.
How to Sync Your Campaign to a Google Sheet
13.3.
Google Sheet Naming Conventions
13.4.
Data Points Available in Google Sheets
13.5.
The Timing of Data Sync to Google Sheets
14.
White Label Platform
14.1.
About the Gated White Label Agency Platform
14.2.
The Setup Process
8.
Blacklist
The Blacklist allows you to create a “Do Not Contact” list.
Adding a Prospect to Your Blacklist
Sales Navigator
URL
’s and the Blacklist
Last modified:
18 March 2021
7.3.
“My Network” Google Sheet Sync
8.1.
Adding a Prospect to Your Blacklist
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