Dashboard
The prospect list
All your prospects in one table, with their verdict and where they are in your pipeline. Click a row to open its report on the right.
Columns
- Prospect
- Logo, name and sector.
- Verdict
- The verdict of the report. A prospect without a report shows an Analyze button.
- Links
- Website, LinkedIn page and phone number, when found.
- Status
- Where the prospect is in your pipeline. Change it from the dropdown.
- Person
- The decision-maker and up to two other contacts.
- Date
- When the report was made. A monitor icon shows that the prospect is monitored.
The newest reports come first. While a report runs, a progress bar fills the row.
Search and filter
Search by company name or website. Filter by Status, Verdict and Period, for example today, this week or older than a month. Each option shows how many prospects match. Reset clears all filters.
Working with a selection
Tick the checkboxes to select prospects. The selection bar lets you analyze them again or delete them.
Export in the toolbar downloads the selected prospects as a CSV file with company, industry, size, status, verdict, reason, signal date, analysis date and contact.
Pipeline stages
The Status column tracks your outreach. These are the stages:
- Draft
- Analyzed
- No reply
- Followed up
- Reply
- Meeting
- In conversation
- Customer
- Rejected
- On hold
- Not relevant
A new prospect starts in Draft and moves to Analyzed when its first report is ready. After that, you keep the stage up to date. Vintoo never overwrites a stage you picked.