Prospects and Organizations

The heart of Prospect.io. Organise your prospects and organizations, and manage your lists

23 articles in this collection
Written by Vincenzo Ruggiero, Alexandra Tallon, and Carina Gotovcenco

Prospects

What Is a Prospect?

Written by Vincenzo Ruggiero
Updated over a week ago

How to Create Prospects

Written by Vincenzo Ruggiero
Updated over a week ago

Create Prospects Manually

Written by Vincenzo Ruggiero
Updated over a week ago

Edit Prospects in Bulk

Written by Alexandra Tallon
Updated over a week ago

Active and Archived Prospects

Written by Vincenzo Ruggiero
Updated over a week ago

Delete Prospects

Written by Vincenzo Ruggiero
Updated over a week ago

Add Notes to a Prospect

Written by Carina Gotovcenco
Updated over a week ago

Tasks

Learn how tasks bring value to your workflow and how to set them up

Written by Carina Gotovcenco
Updated over a week ago

Organizations

Merge Organizations

Written by Carina Gotovcenco
Updated over a week ago

About Organizations

Written by Carina Gotovcenco
Updated over a week ago

Manage Organizations Lists

Written by Alexandra Tallon
Updated over a week ago

Add Prospects to an Organization

Written by Alexandra Tallon
Updated over a week ago

Remove Prospects from an Organization

Written by Alexandra Tallon
Updated over a week ago

Lists and Segments

Building Your Prospect Lists

Written by Vincenzo Ruggiero
Updated over a week ago

Manage Prospects Lists

Written by Vincenzo Ruggiero
Updated over a week ago

Remove a prospect from a list

Written by Carina Gotovcenco
Updated over a week ago

Segments

Create dynamic segments to manage your prospects

Written by Vincenzo Ruggiero
Updated over a week ago

Filters

Written by Carina Gotovcenco
Updated over a week ago

The Exclusion List

Written by Carina Gotovcenco
Updated over a week ago

Import and Export

Import prospects

Written by Vincenzo Ruggiero
Updated over a week ago

Import a CSV Larger Than 5Mb

Written by Vincenzo Ruggiero
Updated over a week ago

Export Prospects

Written by Vincenzo Ruggiero
Updated over a week ago

I See Weird Symbols When Opening a CSV Export File in Microsoft Excel 2007

Written by Vincenzo Ruggiero
Updated over a week ago