Manage campaign prospects

The Prospects panel is the central place for managing individual LinkedIn prospects throughout your outreach campaigns in STACKED.

From the Prospects panel, you can review prospect activity, continue paused campaigns, qualify or disqualify prospects, move prospects between campaigns, send manual LinkedIn messages, export prospect data, and perform bulk actions.

Continue a campaign

Qualify a prospect

Disqualify a prospect

Switch a prospect to another campaign

Unenroll a prospect

Send a manual message

Open a profile on LinkedIn

Bulk or individual enroll, unenroll, visit, and connect actions

Export prospects into CSV

You can access the Prospects panel in two ways:

  1. 1 From the desktop app, open Prospects.
  1. 1 Open Funnel Flow and scroll down to the Prospects panel.

Use Funnel Flow to manage individual campaign conversations and responses.

STACKED Funnel Flow page showing individual campaign prospect conversations and responses, used to manage messaging activity within a campaign funnel.

The Prospects panel provides a complete list of all recorded prospects across your campaigns. You can filter prospects, export prospect data to CSV and perform batch actions.


STACKED Prospects page showing a complete list of recorded prospects across campaigns, with options to filter prospects, export data to CSV, and perform batch actions.

If you’re using STACKED as an administrator, you’ll find the Prospects tab within the Team or Agency Dashboard. Learn more about the Team Dashboard and Agency Dashboard.

Qualify a prospect

Use Qualify In when a prospect responds positively or reaches your campaign goal.

Qualified prospects are removed from the active campaign flow and recorded for reporting purposes.

Examples include:

  • Booking a meeting
  • Accepting your offer
  • Requesting a demo
  • Becoming a customer

Steps

  1. Select the prospect.
  2. Click Qualify In.

Qualified prospects appear in the Qualified stage of the Funnel.


STACKED Funnel Flow page showing the Qualify In button for marking a prospect as qualified after a positive response or campaign goal is reached.

Disqualify a prospect

Use Qualify Out to remove prospects who are no longer suitable for the campaign.

Examples include:

  • Not interested
  • Wrong contact
  • Competitor
  • Already working with another supplier

Steps

  1. Select the prospect.
  2. Click Qualify Out.

STACKED Funnel Flow page showing the Qualify Out button for removing a prospect who is no longer suitable for the campaign.

Disqualified prospects are removed from the Funnel; however, they remain available in the Qualified-out section and may be continued later, switched to another campaign, or unenrolled entirely.

Continue a campaign


By default, STACKED pauses a campaign when a prospect replies. If the reply doesn’t require your attention - for example, “Thanks!” - you can continue the automated sequence.

When to use

  • The reply doesn’t answer your question.
  • The conversation should continue automatically.
  • You want the remaining campaign actions to be scheduled.

Steps

  1. Open the Responded stage in the Funnel.
  2. Select the prospect.
  3. Click Continue.

STACKED Funnel Flow page showing the Continue button for resuming an automated campaign sequence after a prospect has replied.

Continue resumes the snoozed queued activity for the specified campaign.

Switch a prospect to another campaign

Move a prospect from one campaign to another without losing their campaign history.

This is useful when a prospect should enter a different outreach sequence.

Steps

  1. Select the prospect.
  2. Click Switch.
  3. Choose the destination campaign.
  4. Click Confirm.

STACKED Funnel Flow page showing the Switch button for moving a prospect to another campaign.

Any queued activities from the current campaign are removed and replaced with actions from the destination campaign.

Unenrol a prospect

Use Unenrol to remove a prospect from a campaign.

Steps

  1. Select the prospect.
  2. Click Unenrol.
  3. Confirm the action.

Unenrol action removing a LinkedIn prospect from a campaign.

If you’re viewing All Campaigns, STACKED removes the prospect from the most recently enrolled campaign.

Send a manual message


Manual messages are useful when:

  • Answering questions
  • Following up personally
  • Scheduling meetings
  • Continuing conversations outside the automated sequence

Click Message to open the LinkedIn conversation and continue the discussion manually.


Message action opening a LinkedIn conversation for manual follow-up.

Compose your message and click the arrow to schedule it.

Open a LinkedIn profile


Click LinkedIn to open the prospect’s profile in LinkedIn.


Opening a LinkedIn prospect profile.

Bulk or individual enroll, unenroll, visit, and connect actions


The Prospects panel also supports bulk actions.

You can select multiple prospects and:

  • Enrol
  • Unenrol
  • Visit profiles
  • Send connection requests

STACKED Prospects page showing bulk actions for selecting multiple prospects to enrol, unenrol, visit profiles, or send connection requests.

These actions are also available when you click the vertical ellipsis (⋮) next to a profile row on the right-hand side.

STACKED Prospects page showing individual actions to enrol, unenrol, visit profiles, or send connection requests.

Export prospects into CSV


Export your prospect data from the Prospects panel for reporting or analysis.

Before exporting, you can filter prospects by:

  • Campaign
  • LinkedIn connection degree
  • Date range

Click Export to CSV to download the filtered results.


STACKED Prospects page showing prospect filters and the Export to CSV button for downloading filtered prospect data for reporting or analysis.