Understanding Action Plans
An “Activity” represents a single prospect’s journey through a Flow. These are categorized into two approaches:- Proactive (Outbound): You manually enrolled a prospect or an audience without a specific external trigger.
- Reactive (Inbound/Signals): The system automatically enrolled a prospect based on a Signal (e.g., “Website Visit”, “Funding Update”, or “Hiring”).
The Activity Feed
Each row in the Activities list provides a snapshot of the engagement health.| Status | Description |
|---|---|
| In Progress | The flow is active. Steps are either scheduled or waiting for a task to be completed. |
| Completed | All steps have been executed successfully. |
| Replied | Success! The prospect replied to an email or LinkedIn message. The flow stops automatically. |
| Meeting Booked | Success! A meeting was detected in your calendar. The flow stops automatically. |
| Canceled | The flow was manually stopped by a user or the approval task was rejected. |
| Failed | A step failed (e.g., email bounce or disconnected account). |
Activity Details
Clicking on any row opens the Action Plan Details view.Timeline
Shows every step in the sequence (Email 1, Call 1, LinkedIn Connect) with timestamps for when they were sent, skipped, or scheduled.
Intelligence
Access the Prospect and Company tabs to see the research data (funding, news, tech stack) used to personalize this specific flow.