RocketBolt helps you organize your leads with a concept called Sales Projects. Sales Projects are flexible groupings of contacts. Use them to synchronize contacts, perform bulk operations, and collaborate with team members on related sales goals.
The Projects Dashboard
After you create a new project, it will appear in your Projects Dashboard. The Projects Dashboard lets you see all the sales projects you’re working on and who you’re collaborating with.
1. Project Type: Your Projects Dashboard shows four different types of sales project:
- My Projects - Projects you’re directly involved in either because you created them or because you were invited to participate
- Public Projects - Projects being worked on by other members of your team, but you can view their progress and participate if you want.
- Viewable Projects - Projects being worked on by other team members that you can view, but you can’t participate.
- Archived Projects - When you’re no longer working on a project, it can be archived to preserve all information. You can still view the project, but you can’t change it unless the project leader restores it to active status.
PRO TIP: To keep yourself organized without impacting anyone else’s work, you can create private projects only you can see and edit.
2. Project Leader: The person with primary admin control for adding new team members or archiving and deleting a project. This is usually the person who created the project, or the project leader can also designate a new leader in the project settings.
3. Last Activity: The last time someone engaged with a lead in this project. Use this info to know which projects are being actively worked on and which ones need more attention.
4. Participating Members: Your team members who are active members of the project.
1. Project Notes: View and add notes about this project to keep your team members updated about any progress.
2. Project Contacts: All contacts associated with this project.
3. Project Timeline: A summary of activity related to the project and any contacts in it including:
- Team members added and removed
- Contacts added and removed
- Comments made about an associated contact
- Notes added to the project
4. Summary Panel: An overview of the current project, its status, and the project’s goal.
5. Project Tags: Tags applied to projects are automatically applied to contacts associated with the project. This allows them to be used for sorting contacts and monitoring contacts.
The Project Contacts page is the best way to access all contacts within a single project at once.
1. Contact Search: Find a specific contact or contacts inside a project, or quickly check if a contact is already associated with a project.
2. Export Contacts: Download a CSV of all the contacts in this project.
3. Add Contact: Add a new contact to the project. You can add contacts already saved elsewhere in your RocketBolt account and new contacts.
PRO TIP: To upload a list of contacts into a project, use the bulk import and select the project(s) you want associated during the upload process.
4. Added Date: The date a contact was added to this project.
5. Remove Contact: Remove the contact from the project. This will not delete the contact from your RocketBolt account.