Managing Prospects & Contacts
Prospects are your campaign contacts, managed from the Prospects page:
Global Statuses:
- Active — Available for campaigns
- Bounced — Email bounced (automatically set)
- Invalid — Email address is invalid
- Unsubscribed — Prospect opted out
- Do Not Contact (DNC) — Manually marked, blocks all outreach
- Suppressed — Blocked by suppression list
Adding Prospects:
- CSV Import — Upload a CSV file with column mapping (see CSV Import guide)
- Paste Data — Paste tab or comma-delimited data directly
- Single Add — Manual form entry with all fields
- From Leads Database — Save leads from the built-in 20M+ contact database
- From LinkedIn — Import from LinkedIn audience enrichment
Prospect Lists:
Organize contacts into named lists with custom colors. Each list tracks its prospect count. Use lists to:
• Segment contacts by industry, role, or campaign
• Create campaigns from specific lists
• Keep imported batches organized
Bulk Operations:
- Select multiple prospects using checkboxes (or 'Select All')
- Bulk delete (with active campaign guard — can't delete prospects in active campaigns)
- Bulk status update (change global status)
- Bulk add to prospect list
- Bulk add to campaign
Filtering & Search:
- Text search across email, first/last name, and company
- Filter by global status
- Filter by prospect list (sidebar)
- Pagination with configurable page size
Each prospect also has per-campaign statuses: new, contacted, replied (positive/neutral/negative), bounced, unsubscribed, DNC — these are tracked independently for each campaign the prospect is enrolled in.