The Sales Dashboard turns the activity from your AMP campaigns, lookbooks, Idea Generator and social posts into a daily follow-up list. Where the Marketing dashboard tells you how your campaigns are performing, the Sales dashboard tells you who to call today and what to talk about: which customers are showing buying intent, which requests and replies are waiting on you, and who has gone quiet.
Switching Between Marketing and Sales
Use the Marketing and Sales toggle in the top-right corner of the dashboard to switch views. The Marketing view is covered in Understanding Your AMP Dashboard.
Your Daily Snapshot
The row of tiles across the top is your to-do count for the day. Click any tile to jump straight to the section of the dashboard it relates to.
New hot leads — Customers who became hot leads in the last 7 days.
Requests to answer — Quote and product requests submitted by customers that you have not yet handled.
Replies to read — Customer replies to your campaign emails waiting in your Inbox.
Comments to answer — Comments on your connected social accounts that need a response.
Browsing now — Customers active in your emails, lookbooks or Idea Generator in the last 15 minutes.
Need attention — Previously engaged customers who went quiet, bounced, unsubscribed or left their company.
VIPs active — Customers you have starred as VIPs who were active in the last 7 days.
Sales tip: Work the tiles left to right. Requests, replies and comments are customers already talking to you, so answer those first, then move on to hot leads.
Leads to Follow Up
This is the heart of the Sales Dashboard: customers showing real buying intent, with the most promising at the top. It is split into four tabs:
Hot — Your strongest leads right now, based on recent viewing, return visits and email engagement.
Warm — Customers showing interest who are not yet hot. Good candidates for a light-touch check-in.
Repeat visitors — Customers who keep coming back to your campaigns and Idea Generator.
New customers — Contacts recently added to your account, with filters showing how they were added (for example, an uploaded list).
Each lead card shows:
Activity tags that explain why the customer is on the list, such as Repeat visitor, Viewed 13 items over 2 days, Searched "wine glasses" or Came back after 4 of the last 10 campaigns.
An intent score bar. Hover over it to see the customer's score; longer bars mean stronger buying signals.
When the customer was last active and when you last contacted them.
Journey and Engage buttons, explained below.
A star to mark the customer as a VIP.
A more actions menu (⋯) with Mark contacted and Snooze 7 days, Snooze 14 days or Snooze 30 days, which hides the customer from these lists for that period.
Scores refresh automatically; the time of the last update appears in the top-right corner of the section. Click the refresh icon next to it to update scores now.
Sales tip: After you call or email someone, use Mark contacted or a snooze so your list only shows people you still need to reach.
Journey
Click Journey on any customer card to open a full picture of that customer across all of their AMP campaigns and your Idea Generator website. It is the best place to prepare for a call.
Header — The customer's name, email, lead status and how they joined your list, plus shortcuts to Engage, Mark contacted and Snooze 14 days.
Why now — A plain-language summary of the activity that put this customer on your list.
Customer journey — A timeline of the customer's activity across Email, Idea Generator, Lookbook, Requests & replies and Social. Choose 7 days, 30 days, 90 days or 6 months, and hover over any point for details. Small markers above the email row show when each campaign was sent. A hollow email dot means the open could not be confirmed (for example, it came from a privacy proxy or happened within minutes of delivery). Automated activity such as email scanners, link checkers and bots is hidden by default; turn on Show automated to include it.
Activity — A day-by-day list of every email opened, item viewed and search made, with the campaign each one came from.
Profile — The customer's company and website. Get full profile looks up details such as job title, LinkedIn and company size; the number of lookups left this month is shown beside the button.
Interests — The product Categories the customer engages with most, what they are Looking for, the Items they looked at and the Suppliers behind those items.
Notes — Private notes about the customer, visible to everyone on your account.
Sales tip: Open the conversation with what they were actually looking at. "I saw you were checking out golf accessories, are you planning an outing?" lands far better than a generic check-in.
Engage
Click Engage on a customer card or in their Journey to send a personalized, one-time message based on their activity. The items are pre-populated with products that customer has interacted with, so the message is relevant from the start. You can choose from three options:
Email their picks — Opens a one-time email to just that customer, already filled with the items they looked at and a ready-to-edit subject line and message. Review the items, adjust the copy, then click Preview to check it or Create to send it. Learn more about building emails in Understanding Campaigns in AMP.
Build a lookbook — Creates a shareable lookbook of the items they viewed. See How to Create and Share a Lookbook.
Write from my email — Opens your own email app with their items listed, so you can send a personal note from your usual address.
Engage is greyed out for customers whose email is bouncing or who have unsubscribed, since AMP can't email them. Use Journey to look them up and reach out another way.
Needs Attention
This section lists customers who used to engage but now need a different kind of follow-up. Each card shows the reason:
Auto-reply says they left the company — Find out who replaced them and update your list.
Email started bouncing — The address no longer works.
Unsubscribed after engaging — They opted out of campaigns after showing interest.
Went quiet after being active — A previously engaged customer who has stopped opening and browsing.
Sales tip: A contact leaving a client company is a chance to win the account twice: introduce yourself to their replacement, and reach out to the contact at their new company.
VIP Customers
Your most important customers, all in one place. Click the star next to any customer's name on a dashboard card, or in a list's subscriber editor, to add them. The VIPs active tile at the top tells you when any of them have been active in the last 7 days.
Inbox
The Inbox collects everything waiting on a response from you: quote and product Requests, customer replies to your campaign emails and comments from your connected social accounts. Use the To do, Done and All tabs to filter them.
Click Reply by email to respond, Read email to see a full reply, or Open post to view the social post a comment was left on.
Click the circle on the right of an item to mark it as done.
Client Watch
Client Watch is a real-time, running timeline of customer activity in your account, such as emails being opened and items being viewed. The top of the section shows how many customers are browsing now and a chart of activity over the last 24 hours.
Use the Feed view (list icon) to see each action as it happens. Click any entry to open that customer's Journey.
Use the Map view (globe icon) to see where activity is coming from at city level, for North America or the World.
Sales tip: Someone browsing your items right now is the warmest lead you will get all day. A quick, timely call or email while they are looking is hard to beat.
Social Leads
Social Leads shows comments made on your connected social networks that should be reviewed and replied to. Comments like "Can you quote 100 of these?" are often buying signals.
Click Post to open the post on the social network and reply.
Click Link to customer to connect the commenter to one of your customers. Their comments then appear on that customer's Journey and count toward their intent score.
A Simple Daily Routine
Check the tiles at the top to see what is waiting on you.
Clear your Inbox and Social Leads, since these customers are already reaching out.
Work through the Hot tab in Leads to Follow Up. Open Journey before each call, use Engage to send their picks, then Mark contacted.
Keep an eye on Client Watch for customers browsing right now.
Once a week, review Needs Attention to win back quiet accounts and clean up your list.