Once a Persona has initiated an export of data, the results can be viewed from the History Tab. Under the history tab you will see a column labeled Success. Clicking on the link will take you to the My Prospects people report.
From the My Prospects people report there will be a layout of all successful records downloaded from that Persona depending on the date/time of export. The data is arranged in an easy to view table. The report will give you a readout of:
- Email Address
- Company Size
- Company Revenue
- Type of Data Object
- Record ID
- Assigned To
- Created by
- Created on
Clicking on either the name or company will cause the intelligence drawer to expand. All known enriched data provided by Prospect will be shown.
In the final column on the right there is a gear icon. Clicking on the gear icon will open a menu to manage the record. Your options will be:
- Email profile
- Report a problem
For Email profile there will be a pop up box that will appear. From there you can input a custom email address to send a report of the record and its insights directly to the recipient
For Report a problem you'll be given several different options to explain what the issue is. Choices include:
- The email address is not valid
- The contact no longer works there
- Company is out of business
- Incorrect title or role
- Other problem (please explain)
Once the issue has been reviewed you'll be issued a credit to your account.