On this page
Main menu#
| Menu | What it's for |
|---|---|
| Dashboard | Your daily overview: people in play, running campaigns, reply rate, positive replies, recent activity and the activation checklist. |
| Prospects | Every person in your workspace, with lists, stages, import, enrichment and export. Intent is inside this menu. |
| Campaigns | Your sequences, audiences, sending limits and reports. |
| Inbox | LinkedIn and email conversations in one place. |
| Integrations | HubSpot, Slack, webhooks, Claude, ChatGPT and the Chrome extension. |
| Settings | Accounts, workspace, templates, custom fields, billing and credits. |
Top bar#
- SalesGPT search bar ("Ask SalesGPT about your pipeline…"). Press
Ctrl+Kon Windows or⌘Kon Mac. See SalesGPT. - Notification bell. Replies, billing and account alerts. See Notifications.
- Profile menu. Includes the Team switcher and Sending as.
Team switcher and "Sending as"#
If you belong to more than one Prosyo team, open the profile menu and pick a team. Dashboard, prospects, campaigns, inbox, integrations and settings reload for that team only.
Sending as chooses which of your connected LinkedIn or email accounts new campaigns and LinkedIn imports use by default. Running campaigns keep the account set on their Sending & safety tab.
Reading the Dashboard#
- Pipeline numbers. People in play, running campaigns, reply rate, positive replies.
- Campaign leaderboard. Which campaigns get conversations, not only sends.
- Recent activity. Sends, accepts, replies and stage changes.
- Activation checklist. Connect LinkedIn, import, launch, handle a reply.
- Add or import prospects. Opens the import window.
Note
People waiting on a delay, a daily cap or working hours are normal pacing, not a problem. A yellow overdue banner appears only when a step was due more than 30 minutes ago and still hasn't run. See Troubleshooting.
Keyboard shortcuts#
| Shortcut | Action |
|---|---|
Ctrl+K / ⌘K | Open SalesGPT |
