Do you want more explanations on the pages?
☀️All the essential information on your workflows in one single page
Accounts
Contacts
1️⃣ Your number of workflows:
Here you see your number of created workflows and the number of workflows included in your plan
Archived workflows are not counted in the number of workflows
2️⃣ The KPIs of your workflows:
Created opportunities = number of opportunities created after a signal was associated with an account or a contact
Indirect pipeline = a signal is associated with a contact or a company associated with an opportunity created before the signal is associated
Direct pipeline = a signal is associated with a contact or a company associated with an opportunity created after the signal is associated
Won deals = a opportunity is won with an associated signal with a contact or a company associated with an opportunity created after the signal is associated
3️⃣ The status of your workflow:
There are 4 different statuses: One-shot, Running, Paused, and Archived, discover how they work and how to change them in this article
4️⃣ The statistics for each of your workflow:
Here you see the results of your workflow according to specific periods
💡 For a Account "Signals" workflow
Account = the number of unique companies in your results (you can have more than 1 signal per company)
Job Postings = only the job posting signals matching your filters
Contacts = number of decision-maker leads matching your personas fund by lonescale (- if you have not selected this setting)
🔍 For a "Contact" workflow
Tracked Contact = number of contacts in your list
Enriched Contact = number of contacts fund in the list
Company Changed = number of contacts who changed companies in this list
Job Changes = number of contacts who changed position in this list
5️⃣ The export of the results:
To export your results, click on "..." and then export
6️⃣ Practical information about your workflow:
Clicking on the workflow name, you can see:
The creation date
The last and next run
7️⃣ Edit the settings and the status:
Here you can:
Still have questions?
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