Prospects and Organizations

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

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

Prospects & Organizations

About Prospects

Written by Alexandra Tallon
Updated over a week ago

About Organizations

Written by Carina Gotovcenco
Updated this week

Tasks

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

Written by Carina Gotovcenco
Updated this week

About Attachments

Written by Carina Gotovcenco
Updated over a week ago

Notes

Create notes and mention your team members to share info

Written by Carina Gotovcenco
Updated over a week ago

Lists and Segments

About Prospects & Organizations Lists

Written by Carina Gotovcenco
Updated this week

Segments

Create dynamic segments to manage your prospects

Written by Carina Gotovcenco
Updated over a week ago

Filters

Written by Carina Gotovcenco
Updated over a week ago

Categories of Filters

Written by Carina Gotovcenco
Updated over a week ago

Exclusion List

Learn how to blacklist prospects' email addresses and/or domains

Written by Carina Gotovcenco
Updated over a week ago

Import and Export

Import

Import your prospects, organizations, and deals

Written by Carina Gotovcenco
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