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Prospects and Organizations
Prospects and Organizations
The heart of Prospect.io. Organise your prospects and organizations, and manage your lists
25 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 today
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 today
Organizations
About Organizations
Written by
Carina Gotovcenco
Updated over a week ago
How to Create Organizations
Written by
Carina Gotovcenco
Updated today
Add Prospects to an Organization
Written by
Alexandra Tallon
Updated yesterday
Remove Prospects from an Organization
Written by
Alexandra Tallon
Updated yesterday
Merge Organizations
Written by
Carina Gotovcenco
Updated over a week ago
Manage Organizations Lists
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 this week
Segments
Create dynamic segments to manage your prospects
Written by
Vincenzo Ruggiero
Updated over a week ago
Filters
Written by
Carina Gotovcenco
Updated this week
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 Prospects
Written by
Vincenzo Ruggiero
Updated this week
Import Organizations
Written by
Carina Gotovcenco
Updated in the last hour
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