Understanding the Prospects page
Filter, read and export the prospects the agent has accepted.
The Prospects page is one filterable list of every prospect the agent has accepted, across every run, profile and batch. It is available on every plan, whether or not you deliver prospects anywhere else.
Filtering
- Search by company, domain or contact.
- Filter to a single run, or to a single profile.
- Filter by minimum qualification score.
- Show all prospects, or only those already delivered.
Filters combine. If a combination matches nothing, the page tells you so — widen the search, lower the score, or clear the run and profile filters.
What each prospect carries
| Field | What it is |
|---|---|
| Contact name, title, email, phone | The identified buyer at the company. |
| Qualification score | How well the company matched the profile it was sourced against. |
| Match reason | Why the agent judged the company to be a fit. |
| Outreach angle | The context the agent found that gives you something specific to open with. |
| Delivery status and Delivered at | Whether and when it was sent onward. |
| Run ID and Profile ID | Which run produced it and which profile it matched. |
Exporting
Select Export CSV to download the prospects currently shown. The export follows your filters, so filter first and export second. If the current page has no prospects there is nothing to export and the app will say so.
CSV export is included from the Grow plan and available as an add-on on Free. See Plans and usage.
Paging
Long lists are paged. Use Rows per page to change how many prospects load at once.