1. Prospects

Add and organise prospects

A prospect is one company, usually with one contact person. Open Prospects → All prospects.

Add a prospect by hand

Click New prospect. Use Import when you have many at once.

Group

Fields

Company

Company, Domain, Website, What the company does, Why relevant, Target job title

Location

Country, State or region, City, Postal code, Time zone (detected from the location, or set by hand)

Contact

Contact name, Contact email, LinkedIn profile

Email

Personalised opening line, Subject, Email body

Tracking

Priority (1–10), Source URL, Notes, Status, Tags (up to 50), Owner

The What the company does, Why relevant and opening line fields are your research. Drafts and AI writing use them, so the more you fill in, the more personal the email.

Stages

Each prospect moves through five stages:

Stage

Statuses inside it

To prepare

New, Needs research, Ready

In review

Draft generated, Needs review, Approved, Gmail draft created

Sent

Sent, Sent manually

Replied

Replied

Closed

Bounced, Not interested, Skipped

Views and groups

• Filter the list, then click Save current view to keep that filter one click away.
• Use the Groups menu to create, rename or delete groups. Group names must be unique.

Work on many prospects at once

Select rows to open the bulk bar: Generate drafts, Approve, Check customers, Find emails, Tag…, Add to group… and Add to campaign…. Under More you'll find Assign to…, Snooze…, Reassign owner…, Skip and Delete.

Owner and assignee

• The owner sends to the prospect, adds them to campaigns and owns the email thread.
• An assignee follows up on the prospect. Being assigned never gives access to someone else's mailbox.

Updated on: 04/10/2026