Skip to main content

Activity Section

Tim Brandt avatar
Written by Tim Brandt
Updated this week

In the Activity section you can view all the activity registered in the Genesy platform. This view centralizes the actions performed by users and is divided into two main tabs: Prospecting and Engagement.

Prospecting

Displays all activity related to prospecting contacts and companies. The following actions are recorded within it:

  • Scrapings → represent the automatic extraction of data from external databases to build lists.

    Each scraping is equivalent to the extraction of the fields corresponding to a row.

    The limit of scrapings is daily and depends on your pool, i.e. your subscription plan.

  • Searches → refers to the searches performed on the platform.

    A search counts all the Contacts or Companies that appear on a results page.

    Each time you advance to a new page in the preview, the results displayed are added to the searches counter.

    This type of activity is also subject to a daily limit, depending on your plan.

  • Enrichments → consist of obtaining additional information on specific fields, such as professional email, phone number, or any other data from external sources.

    This process allows you to enrich the profiles of contacts or companies with more complete and updated data.

  • Imports & Exports → records the import and export actions of contacts and/or companies from or to your CRM, or from or to CSV.

    It allows to keep traceability on the synchronization of information between Genesy and the CRM.

You can apply filters such as which action you specify, which user performed it, in which status the action is, and the time range in which it was executed.

The statuses can be one among these:

  • Completed → the action finished executing.

  • Failed → the action failed and could not be executed.

  • Processing → the action is being executed.

  • Queued → the action is queued to enter and go to execution.

    This may be due to limitations of scrapings, searches, or LinkedIn connection requests per day or per hour and emails sent per day or per hour, which depends on the identity configuration.

  • Cancelled → the action, in processing or queued state has been cancelled and the execution has been terminated voluntarily.

On the top right we can see the Rolling 24-Hour Scrapings, which indicates the number of contacts or companies that we can import daily by scrapings. By CSV or from the CRM there is no limit.

Engagement

In this other tab you can see the activity related to campaigns.

Using the search engine you can search by the name of the lead or the identity used in the campaign, or apply filters such as which action it specifies, which identity carried it out, the status of the action and the time range in which it was executed:

Actions can be the following:

  • Add to another campaign

  • Email

  • Liked last post

  • LinkedIn invitation

  • Linkedin message

At the top right we can see the Conversations left, which indicates the number of new conversations that can be opened monthly. It does not count the number of messages sent, but the number of new conversations:

Did this answer your question?