How do I know when a prospect opened their proof page?

In the lead

Open the lead. After the first open, the Proof Page (public, white-label) section shows a line such as 👀 Opened 3 times · last followed by the date and time of the latest open, and then A warm lead reading your audit is the moment to call. Every open is counted, including repeat visits.

The Outreach Activity trail at the top of the lead adds They opened their audit report, with the running total once there has been more than one open, for example They opened their audit report (3 opens so far). So that refreshes do not pile up, a new trail entry is added at most once every 30 minutes, although every open is still counted in the total. The trail keeps the 8 newest open entries.

The email alert

When the prospect opens the page, you get an email with the subject Smith Dental is reading their audit right now (with the lead's business name). It says they just opened their proof page, gives the open number after the first one, and has an Open the Lead button that takes you straight to the lead in your Pipeline.

• You get at most one alert per lead every 6 hours, so a prospect clicking around does not flood your inbox.
• There is no alert for leads marked Won or Lost.
• The alert goes to the email address you sign in with, and it cannot be turned off.

Other places a recent open shows up

• Outreach Queue: leads opened in the last 48 hours move to the front with a 🔥 read their audit badge showing how many hours ago. See What does the flame badge read their audit on a lead mean?
• Dashboard: the Today panel lists leads opened in the last 24 hours under reading their audit.
• Call Mode: leads opened in the last 24 hours are listed first.
• The morning pipeline digest email, if you have it switched on: up to 3 leads that read their audit in the last 24 hours, with their open count. See What is the morning pipeline digest and how do I turn it off?

Good to know

• Clicking Preview in the lead does not count as an open and sends no alert. Opening the copied link yourself in a browser does count.
• Anyone who opens the link is counted, including someone the prospect forwarded it to.

A lead reading your audit is the moment to call. They have their own verified problems in front of them, so pick up the phone from the lead or from Call Mode while the report is still open.