Ways to add prospects
- CSV import — the fastest way to add prospects in bulk. Go to Prospects, click the import option, and upload your CSV. You'll map your file's columns to PersistIQ fields before the import runs. See Importing prospects from CSV in the Prospects collection.
- Manual add — add a single prospect from the Prospects screen when you want to test or handle a one-off contact.
- Chrome Extension — find prospects on websites and social profiles and add them to PersistIQ (or straight into a campaign) in one click. See PersistIQ Chrome Extension in the Integrations collection.
What a prospect record needs
The one field PersistIQ requires for outreach is a valid email address. Everything else — name, company, title, phone, custom fields, snippets — enriches personalization but is optional.
Before you import at scale
- Clean your list: remove obvious duplicates and role-based addresses if your strategy excludes them.
- Decide who the owner will be for the imported prospects.
- Check Settings → Mailbox so your sending mailbox and daily limit are ready before prospects enter a campaign.