How do I send a resource to a prospect?

Learn the correct way to send resources so engagement is tracked properly.

Always start from your Contacts list.

  1. Open Contacts.

  2. Select the prospect.

  3. Open their contact card.

  4. Send the resource from inside the contact.

This allows RapidFunnel to:

  • Track who received the resource

  • Record engagement in the Activity Log

  • Update the Hot Score

  • Notify you when the prospect interacts with the content

If you send a resource directly from the Resources section to an individual prospect, the content may still be delivered, but it won't be linked to that specific contact for tracking.

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