Prospects

Learn how to use the SmartReach prospects section to manage, filter, and organize your leads across all campaigns with bulk import and tracking features.

The prospects section is your master list of all contacts across campaigns. It helps you manage, filter, and analyze prospect data in one centralised location for efficient cold email outreach.

Viewing prospect information:


Review prospect details - See names and status (Approaching, Replied, etc.)
Check contact info - View verified email addresses and validation status Access company data - See organization details and domains Monitor campaigns - View which active campaigns include each prospect Track ownership - See which team member owns each prospect

Adding prospects:

  • Click "Add prospects" button
  • Upload via CSV - Import bulk lists
  • Add manually - Enter individual details
  • Use integrations - Connect enrichment tools

Filtering prospects:

Apply filters - Sort by status, campaign, owner, or custom fields
Save custom views - Create and save filter combinations Access saved views - Quickly return to preferred segments