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Prospects

Add a person by hand

Add one prospect with their name, email, company and country from + New or Add people, and fix their details later in their panel.

Prospects holds everyone Terry may write to. When you meet someone, or a lead comes in by phone, add them by hand. It takes a few seconds, and Terry can research them as soon as they are in.

Prospects, Add people, Add one person. Only the name is required.

Add someone

  1. Press + New at the top of the menu and choose Add a person. On Prospects you can also press Add people, then Add one person. A panel opens on the right.
  2. Type their name in Name. It is the only field you must fill in.
  3. Add their Email and Company.
  4. Choose Country they are in: United States or Canada.
  5. Optional: add their Job title, Company website and LinkedIn profile. Terry reads these to write to them, and a link you paste is always better than a guess.
  6. Press Add person. Terry shows "Added" with their name.

Who owns them

Whoever adds a person owns them. Ownership matters when your admin has set members to see only their own people, and when a flow sends from each person's owner. See Share and hand over people.

Consent

A person you add by hand starts with no consent basis recorded. Whether Terry may email them depends on where your company and the person are:

  • A US company writing to someone in the United States: Terry can send with a working unsubscribe, under CAN-SPAM.
  • Anyone in Canada, or any message from a Canadian company: Terry needs a recorded basis first, under CASL. Ask an admin to record it: they open the person, press More, then Edit details and consent.

Only admins can record a consent basis, with the date it was obtained. See Record when consent was obtained and Where people stand.

If they are already in Terry

Terry matches on email address, ignoring capitals. If the email already exists, Terry updates that person's details instead of making a second copy. Their consent, country and owner are never overwritten.

If someone asked you to delete their data, Terry will not add them back.

Change someone's details

  1. On Prospects, click the person to open their panel.
  2. Press More (the three dots), then Edit details and consent.
  3. Under Details, change what you need: Name, Title, Company, Email, Phone, Website, LinkedIn, State or province, Time zone, Internal note or Country they are in.
  4. Press Save. Only what you change is saved, and clearing a box removes that value.

Anyone on your team can edit details, except the country: only an admin can change which country a person is in, because that decides which consent rules apply. A person needs a name, so the name cannot be cleared. Consent is in the same editor, under Consent, and only an admin can change it.

Related

In Classic

  1. Open Prospects and press Add prospect at the top right. The optional fields are under What Terry reads to write to this person. Press Add prospect to save.
  2. To change details later, click the person's row and press Edit details. Country there takes two letters, US or CA. Save counts your changes, such as Save 2 changes.
  3. An admin records consent with Edit consent on the person's row.

See The new dashboard to switch.