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A prospect is one real person in your workspace. Open Prospects in the sidebar and you arrive on the People tab: every person across all your Lists, in one table. (The Companies tab sits next to it; see Companies.)

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The People tab

Import leads

Search, signals or CSV, into a new or existing List.

Create lead

Add one person by hand.
Prospects is in the sidebar. People and Companies are the two tabs, and Create lead and Import leads are at the top right

Prospects is in the sidebar. People and Companies are the two tabs, and Create lead and Import leads are at the top right

By default the table shows name, job title, email, phone, LinkedIn URL, company, location, fit and status. Other columns (headline, industry, company details, Lists, Campaigns, dates, whether a prospect is enriched) can be switched on, and any default column hidden, from the column menu.
The column menu: switch any column on or off. Fit score and Status are in the Fit & pipeline group

The column menu: switch any column on or off. Fit score and Status are in the Fit & pipeline group

  • Filter with rules: name, job title, company, location, email, phone, LinkedIn URL, status, List, signal source and Campaign. Rules combine with “and”.
Filter: pick a field, an operator and a value. Include pipeline-rejected is at the end of the field list

Filter: pick a field, an operator and a value. Include pipeline-rejected is at the end of the field list

  • Edit in place: click a cell to edit name, title, company, location, email or phone. Editing a company detail such as industry or size changes it for the company record, and so for every prospect there.
  • Select people: tick rows, or tick the box in the column header to select the whole page. When more people match your filters than fit on a page, a bar appears: Select all N matching your filters. That selects everyone who matches, across pages, up to 10,000. Changing a filter clears the selection. Enrich works on the people ticked on the current page; Add to list and Export also work on a select-all.
Tick the header box to select the page. Select all 75 matching your filters appears above the table, and the bar at the bottom has Enrich, Export, Add to list and Cancel

Tick the header box to select the page. Select all 75 matching your filters appears above the table, and the bar at the bottom has Enrich, Export, Add to list and Cancel

  • Add to list: with people selected, choose Add to list to put them in another List, for example to start a new Campaign with a filtered group. Pick a List that is not fed by a search or signal, or create a new one. Anyone already in that List is skipped. See Add people to a List.
  • Export CSV: exports the filtered view, or only the rows you selected. Up to 10,000 prospects per export; narrow your filters if you have more.
  • Rejected people: by default the table shows people who were added to your Lists. Add the Include pipeline-rejected filter to see people Guhan found but filtered out. See How prospects get added.

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Add people to a List

Filter the table to the group you want, select them, and click Add to list.
1

Select people

Tick rows, or select the whole page and then Select all N matching your filters.
2

Choose the List

Pick an existing List, or Create new list. Lists that are fed by a search or signal are greyed out, because Guhan fills those itself.
Pick a List or create a new one. Lists fed by a search or signal are greyed out

Pick a List or create a new one. Lists fed by a search or signal are greyed out

3

Confirm

Guhan tells you how many were added and how many were already in the List. Their fit rating and research come with them, so nothing is rewritten or charged again.
If the List is the audience of an active Campaign, the dialog says so. New people added to it are enrolled in that Campaign automatically and can start receiving messages.
Adding more than 500 people runs in the background. A progress banner appears on the List’s page. Adding people counts toward your active-prospect limit. If you are near the limit, only the people who fit are added and Guhan tells you how many were left out.

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Status

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The prospect page

Click a name to open the prospect in a side panel, or expand it to a full page. Tabs:
  • Details: editable fields, with an Enrich button that refreshes their LinkedIn profile.
The Details tab: editable fields, and an Enrich button

The Details tab: editable fields, and an Enrich button

  • Overview: contact channels, company, Signals: why we matched, List memberships, and role and experience.
The Overview tab: contact, company, signals, Lists, and role and experience

The Overview tab: contact, company, signals, Lists, and role and experience

The Research tab: the research brief and a fit rating for each product

The Research tab: the research brief and a fit rating for each product

  • Activity: every message, reply and event for this person.
The Activity tab: enrollments and every message and event for this person

The Activity tab: enrollments and every message and event for this person

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Contact details and reveal

LinkedIn is the main channel. Email and phone are not included by default.
  • Find email: 4 credits.
  • Find phone: 12 credits. Phone is needed for WhatsApp.
You are only charged when a result is actually found. Reveal needs the prospect’s LinkedIn URL. You can reveal one prospect from their page, or many at once; see Enrichment.
Find email (4 credits) and Find phone (12 credits) sit under the prospect's name

Find email (4 credits) and Find phone (12 credits) sit under the prospect's name

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Removing a prospect

On a prospect’s page (the … menu) or in a List’s table (row menu, or select several), choose Remove from outreach.
  • The prospect’s status becomes unsubscribed and any active or paused Campaign sequence for them stops.
  • The person is not erased. Their record stays in your workspace.
  • This is not Do Not Contact. If you never want to reach this person or company again, add them to Do Not Contact.
Other actions in the … menu: Pause enrollments and Flag for handoff, which marks the conversation as warm so a person takes over.
To permanently delete a person’s data (for example, a privacy request), contact support. Ask Guhan cannot delete records either.
On the full prospect page, the ... menu has Pause enrollments, Flag for handoff and Remove from outreach

On the full prospect page, the ... menu has Pause enrollments, Flag for handoff and Remove from outreach

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If something looks off

They have probably not been enriched. Use the Enrich button on their page, or the sparkle on the column header for many at once. See Enrichment.
The research step has not finished, or research brief generation is turned off in your enrichment options.
Reveal needs a LinkedIn URL on the prospect. If one is present and nothing comes back, you are not charged.

Enrichment

Fill in profiles, companies, briefs and contact details.

Companies

The organisations your prospects work at.

Lists

How prospects are grouped for Campaigns.