| Campaign | Sent | Opened | Replied | Clicked | Click % |
|---|
| Name | Status | Sent | Open % | Reply % | Click % | Actions |
|---|
Automatic agents that find new contacts matching the ICP criteria you set. A match is filtered out before it reaches the queue — and before any Apollo credit is spent revealing it — when this Business Partner already has a lead at that company for the same role, or a matching LinkedIn profile. Everything else lands in the review queue below for you to check — nothing is added to Leads without your approval.
| Name | Title | Company | Source | Found | Actions |
|---|
Supported formats: .csv (UTF-8 or Latin-1)
✏️ Business Partner
🚫 Custom Close Lost Reasons
Extra reasons for this Business Partner only — shown alongside the standard list whenever a lead is marked Closed Lost.
🔑 Email Sequencer API
Find the key in your Email Sequencer settings.
🔑 LinkedIn Automation API
Find the key in your LinkedIn Automation tool settings.
🔑 Prospecting API (Apollo)
Used by the Prospecting page's sourcing agents to search Apollo. Find the key in your Apollo account settings under API.
📊 Dashboard Visibility
Choose what each role sees on this Business Partner's Dashboard page. Unchecked items are hidden entirely. Admins and GOD users always see everything unless restricted here.
Business Partner status
Pausing, marking as churned, or permanently deleting a Business Partner is now managed from the Business Partners page (in your profile menu) — it lets you keep the data instead of losing it.
Repair unsynced leads & company details
Occasionally a lead (usually from a CSV import) fails to save permanently in the background and only exists in this browser — it still shows up in Leads here, but nowhere else (other devices, Dashboard counts, reporting), and its company can end up saved with no industry/website/employees/revenue. This checks the current workspace's leads for both problems and retries. Safe to run anytime; does nothing if there's nothing to fix.
| Name | Business Partner | Role | Last Login | Status | Actions |
|---|
| Name | Role | Business Partner | Login Time |
|---|
Changing status never deletes any data — leads, campaigns and activities stay in Supabase. Paused/Churned/Prospect just get hidden from the workspace switcher above. Only Internal and Active show up there day-to-day.
| Name | Status | In workspace switcher | Actions |
|---|
Assign each real Instantly/GetSales campaign to the Business Partner it belongs to. Dashboard and Campaigns only show a client the campaigns mapped here — unassigned campaigns stay invisible to everyone except you.
| Campaign | Status | Assigned to |
|---|
| Flow | Shared key group | Status | Assigned to |
|---|
Leads worth calling today, surfaced from real engagement across every Business Partner, plus any follow-up you've scheduled. Logging an outcome removes a lead from this list unless you set a new follow-up date.
| Rule | Enabled | Settings |
|---|
| Contact | Company | Business Partner | Priority | Reason | Last priority action | Last activity | Action |
|---|
Every outcome you log here also lands in Activities — with the note, the campaign/company, and who logged it — and updates the lead's status in Leads, same as any other channel.
Ask a question about campaigns, leads, activity, Tasks and follow-ups across every client — this page isn't scoped to one workspace, since only you ever see it.
Any unhandled server error, across every tenant, lands here automatically — this is what a post-deploy problem looks like before a customer ever notices it.
| Time | Endpoint | Method | Message | User |
|---|
People who reached out through trovalead.it: the outbound-fit quiz, the contact form, or the 25 free contacts offer. Click a row to view and enrich it.
| Name | Company | Type | Fit | Submitted |
|---|