Need to add a single prospect to start outbound? Did someone record contact details for a new lead you want to add to your Prospect list?
If you want to quickly upload a single Prospect and add them to a Sequence, follow these steps to create a Prospect manually:
Go to the Prospects page.
Click ‘Create Prospects’.
Select ‘Single Prospect’ from the dropdown.
Fill out the Prospect’s details in the form.
Click ‘Save’ to add them to your Prospect list.
This method is ideal for quickly adding one-off contacts shared with you.
A More Detailed View on the Prospect Card
A blank Prospect card will appear on the right side of your screen for you to complete as much as you are able to, and then select ‘Save’.
If you have additional information you would like to add, select ‘Expand All’ to view all the fields that are available to be completed.
Read this article to learn more about creating Prospects.
Reach out to your CSM if you have any questions via email or through the in app chat service.