2.3 Manually adding a prospect and the prospect detail page

Adding a prospect manually

1. Go to Prospects.
2. Use the add-prospect action.
3. Fill in email (required) plus name, title, company, and any personalization fields.
4. Save — the prospect is immediately filterable and can be added to a campaign.

Editing the record

On the prospect detail page you can update:

• Contact fields — name, title, company, phone, address, city, state, website, industry.
• Snippets — Snippet, Snippet 2, Snippet 3, Snippet 4 for per-prospect personalization.
• Custom fields — any fields your account has defined.
• Tags — free-form labels for grouping.

History

The detail page shows the prospect's full timeline: campaign membership, emails scheduled/sent, opens, clicks, replies, bounces, and opt-outs. Use it before manual outreach so you never double-contact someone who already replied.