Video presentation :
This tab simply allows you to centralize all the prospects met by your team in the Cardynale dashboard, so that you can then either export them as CSV files, or export them directly into your CRM.
In concrete terms, what comes up here is the professional directory of each member of your team in the Cardynale application.
You'll find contact details for each prospect, the date of the meeting and which member of your team approached them.
Then, either individually or as a group, you can export them directly into CSV by clicking on the appropriate button, or into your CRM with the other button.
We are already connected with several CRMs on the market today (you can find the list in the “Integrations” tab of your dashboard).
With all of them, the connection can be set up in just a few clicks directly via the dashboard, by clicking on “CRM Setup” in the top right-hand corner of the “Prospects” tab.
This tab is automatically available in the Business offer with twenty-five prospects included.
If you wish to extract more prospect data, you can subscribe to an add-on to upgrade to the next level (250 prospects).