Help center

How to use a lead Profile 360

Review the analysis, history and next steps connected to a lead in one place.

Step by step

  1. 1

    Open the lead

    From the Pipeline or Inbox, open the lead details and select View Profile 360.

  2. 2

    Review identity and signals

    Confirm the profile and move through the content and metrics sections. Focus on the signals related to your current decision.

    ProleadSync profile page with identity details blurred and the Profile, Content and Metrics sections.
    Profile 360 gathers the information used to prepare the next action.
  3. 3

    Check the sales context

    Review notes, stage and previous activity. Compare that history with the latest profile information.

  4. 4

    Update the next step

    Record the decision, adjust priority or define a next action so the lead does not remain without follow-up.

If something does not work as expected

Profile 360 shows old information.

Use the sync option when available and reopen the profile after the update finishes.

I cannot find View Profile 360.

Open the lead details in the Pipeline or select the corresponding conversation in the Inbox first.

Next steps

Still have questions?

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