Oh hey LoneScaler! 👋
There are different ways to get and analyze the results of your workflows. Let's review all your options!
1️⃣ Understand your results according to your workflow type
With a "Lead Generation" workflow you will have a list of job offers with a lot of information about companies
information about people is only present if you have selected this setting
With an "Accounts Enrichment" workflow you will have a list of companies with a lot of KPI, according to the settings of your workflow
the tabs and information present depend on the criteria chosen during the creation of the workflow
With a "Contact Tracking" workflow you will have a list of people with a lot of KPI, according to the settings of your workflow
2️⃣ Get your results directly in your CRM
The best way to use LoneScale is to integrate it directly into your working ecosystem 🚀. You can send the results of LoneScale directly to your CRM to feed your Sales Team for example.
3️⃣ Download your results
Below each workflow, you have an export feature. You can export as many times as you want. Remember to:
Click on the "Export" button
In the pop-up:
select a period:
for the "Accounts Enrichment" and "Contact Tracking" workflows you have only one period: Total
switch on if you want to include "unmatched" results
for a "Lead Generation" workflow ➡️ "unmatched" results = job offers that don't match your criteria
for an "Account Enrichment" workflow ➡️ "unmatched" results = non enriched companies
for a "Contact Tracking" workflow ➡️ "unmatched" results = non enriched contact
You will be redirected to the "Files" page. On this page you can see all your files:
Their name (= name of the workflow + periodicity + type of results)
Their creation date
Their type ("Lead Generation" or "Account Enrichment" or "Contact Tracking')
Their status:
Pending: your file is processing (orange on the image below)
Ended: your file is OK, you can download it
You can select one or more workflows and:
Download it (wait until the status is ended)
Delete it
4️⃣ See your results directly in LoneScale App > ⚠️ only available for "Lead Generation" workflow
Select "Results" in the sidebar
Choose the workflow you're interested in. You can select one or multiple workflows
Push "Apply Filters"
You can see:
every company in your workflow's results
and all the information on these companies:
job offers matching your criteria
staff count
tools used
...
Still have questions?
☀️ If you haven't found the answer you were looking for, please ask our lovely team on the LoneScale chat ❤️