Welcome to B2B Rocket! This guide will help you navigate the platform efficiently by providing a detailed overview of each section, along with step-by-step descriptions of its functionalities. While a video tutorial is available, this text guide ensures that you can follow along at your own pace. Adding images for each section will further enhance your understanding and would help you gear up for launch!
Navigation Bar Overview
The navigation bar on the left side of the platform is divided into several main sections, each containing key features that help streamline your workflow.
People Search - Find leads based on specific filters and criteria.
Company Search - Find companies based on specific filters and criteria.
Contact Lists - Organize leads into specific lists for better segmentation.
Leads - View and manage all collected leads.
Data Enrichment - Enhance lead data by gathering additional details.
Campaigns - Create and manage outreach campaigns.
Analytics – Tracks performance metrics and engagement insights.
Connected Accounts - See connected email accounts.
Email Inbox - A centralized inbox for managing customer communications.
AI Conversations - AI-powered chat functionalities for automated responses.
Deal Pipeline - Track and manage sales opportunities.
Partner/White Label - Configurations of White label accounts
Support Center
Find helpful resources, FAQs, and access customer support.
Account Profile & Settings
Manage your profile settings and platform configurations.
Switch Workspace – Toggle between different workspaces.
Settings – Customize account preferences.
Logout – Securely sign out of the platform.