Hello there, Saleshandy users! 👋
Adding prospects to your sequences is a snap, and we’re here to guide you through every step. Whether you’re bringing in a crowd with CSV files, handpicking from the CRM, or carefully crafting your list, let’s dive into the world of Prospect Management!
Jump to:
➕Add Prospects
➕ Add Prospects
Add Prospects via Saleshandy Lead Finder 🔎
Saleshandy’s B2B lead finder tool is one of the lead finder tools you can use to acquire qualified and accurate email addresses. It has a vast database of 750M+ contacts across 35M+ companies worldwide. Using its lead finder tool you can easily find active and verified email addresses.
With advanced search filters, you can precisely search for your ICP by name, role, department, job title, location, and other attributes to find more relevant leads.
📺Video Guide
🪜Steps to Follow
Step 1️⃣ Create an Account & Navigate to Lead Finder
Sign up to create your account. (Skip this step if you're already a user). Click the magnifying glass icon 🔍 on the side toolbar. It is the lead finder tool.
Step 2️⃣ Select your Ideal Customer Profile
Once you open it, you will see a detailed dashboard overview with a list of filters.
Step 3️⃣ Apply Filters
Apply the filters, and you’ll see relevant results. You can click on the “View Email” option to find the email address of any listed contact.
Step 4️⃣ Check your Saved Leads
Navigate to the Saved tab inside Lead Finder to access your revealed leads. Your leads are always at your fingertips.
Step 5️⃣ Take Actions on your Revealed Leads
You can Save as a Prospect inside Saleshandy. It will show up in the CRM section (formerly Prospects tab).
By default, prospects are saved automatically. To modify this setting, navigate to Admin Settings and turn the toggle OFF.
You can directly Add your revealed leads to your Sequence. Select the Sequence and Sequence Step where you’d like to add your prospect (lead).
There you go! That way, you get access to leads and can directly use them for cold outreach within the same platform. It makes the process a lot more streamlined.
💡 Important: You can select up to 100 email addresses, save them as a prospecting list, and directly add them to your email sequences in Saleshandy.
You can export the Lead Data, and the file will download automatically.
Import Prospects via CSV File 📂
To kick things off, let’s master the art of importing prospects using CSV files. But first, a little prep work – ensure your CSV is in tip-top format!
Those custom fields are powerful magic but must be mapped correctly during the import dance.
Just a heads up: improperly formatted columns can throw a wrench into your custom field mapping.
Not to worry – we’ve got a Sample CSV File you can use as a reference!
💡Important
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The fields you set (First Name, Last Name, Phone Number, etc.) can be used as Merge Tags to add a personalized spark to your emails.
Once your CSV file is ready, upload it to Saleshandy in two ways:
Navigate to the CRM section (formerly Prospects tab) and click on Import via CSV.
Navigate to the Sequence tab, select the Sequence, then click on Prospects inside the Sequence tab and click on Add Prospect.
You'll have two options to choose from: Import via CSV and Search & Add.
Once your CSV file is uploaded, you can Map the Fields, Add Tags to the prospects, and Verify your Prospect Email IDs.
Adding Prospects Manually💼
If you don’t have many prospects to add to your campaign, you can do it manually instead of creating a CSV.
Go to the CRM section (List View or Kanban View) and click on Add Prospect.
Fill in the required information of your prospect, and you’re good to go.
Make sure you are verifying your prospect’s email address before sending them emails, as sending emails without verifying email addresses can increase your bounce rate.
Add Prospects to a Sequence from the CRM 📋
✨ New with Saleshandy CRM! You can now add prospects to sequences directly from the CRM — without navigating to the Sequence tab first.
With Saleshandy CRM, you have two quick ways to add a prospect to a sequence right from where you’re managing them:
Method A: From the Prospect Detail Page
Open any prospect by clicking their name in List View or on a Kanban card.
In the Prospect Detail Page (the panel that opens on the right), look at the quick actions in the top section of the profile.
Click the Add to Sequence action.
Select the Sequence and the Step where you want to add this prospect.
Confirm, and the prospect will be added to the sequence immediately.
Method B: From the Sequence Tab in Prospect Detail Page
Open the prospect’s detail page.
Navigate to the Sequences tab in the right panel.
Here you’ll see all sequences the prospect is currently enrolled in or has completed.
To add them to a new sequence, use the Add to Sequence option from the profile’s quick actions (top section).
💡 Why this is useful: When you’re reviewing a prospect’s activity timeline, notes, and engagement history in the CRM, you can decide on the spot whether they’re ready for outreach and add them to a sequence without leaving the page. This keeps your workflow in one place — context + action, together. |
Add Prospects via Saleshandy Connect Extension 🕵️♂️
Ready for a dash of tech? Saleshandy Connect extension makes finding your prospects’ accurate and verified email addresses easy from LinkedIn. You can also directly add these prospects from LinkedIn to your Saleshandy sequence.
To find prospects’ email addresses, you need to install the Saleshandy Connect extension in your Chrome browser.
Now, with the extension all set, follow these steps:
Log into LinkedIn.
Navigate to the Prospect’s profile page.
Click on the extension icon shown next to the URL bar.
Watch the magic unfold as you grab your First Name, Last Name, and Email Address right from the popup!
Click on Show more fields to display all the custom fields you’ve added in Saleshandy.
Fill in the data in custom fields, which makes your emails personalized.
Click the toggle next to Add to Sequence to add the prospect to a particular sequence. You can also select the Sequence and Step to which you want to add your prospect.
A toggle message will appear, indicating that the prospect has been successfully added.
Verify Leads with Saleshandy🛡️
Before you start sending emails, remember to verify them! Verifying leads is easy with Saleshandy and does not require uploading CSV separately.
Once you have uploaded the CSV in the CRM section (or via a Sequence) and mapped the fields, you’ll get an Email verification option under Review & Import.
Put tags on your lists (they help you segment your list and keep it organized in Saleshandy), and proceed to continue.
You’ll receive an email after the prospects are verified, and it will show you the breakdown of Valid, Risky, and Bad contacts in the prospect list.
Export the list and remove the bad, risky, and undeliverable email addresses before uploading it to Saleshandy.
And voila, you have a clean email list now!
Frequently Asked Questions (F.A.Q.s)
Question: Can I add a column in CSV that converts into a new tag?
Answer: Nope, you cannot add a column that converts into a tag. However, while uploading the CSV file on the final page, you can choose a tag that will be applied to all prospects in the same CSV. You can create multiple CSVs and upload them separately to select separate tags relevant to each CSV while uploading them.
Question: What happens when I have a prospect in CSV which is already present in a sequence? Does it upload twice?
Answer: Nope, it doesn’t upload twice. Saleshandy matches prospects by email address as a reference. So, if the emails for both prospects are the same, they won’t upload again. However, if the prospects (Name/Person) are the same but have a different email, Saleshandy considers it a new prospect.
Question: What are the reasons for Prospect Failure while adding a prospect to a Sequence?
Answer: There are multiple reasons for prospect failure:
When the Admin setting ‘Allow adding one prospect in multiple sequences’ is turned Off.
When the prospect is already bounced or unsubscribed in another sequence.
When the prospect is already present in the sequence in the same step.
When the prospect is already present in the sequence in other steps.
When the prospect is invalid (bad prospect).
Question: What is the file size limit for imports?
Answer: The file size limit for imports is 95 MB.
Question: How many columns are allowed in the CSV file?
Answer: The CSV file can have a maximum of 120 columns.
Question: How long does it take to import 50,000 prospects with 10 prospect fields and no duplicates?
Answer: It takes approximately 2 minutes and 36 seconds to import 50,000 prospects with 10 prospect fields and no duplicates.
Question: What is the time taken to import 50,000 duplicate prospects with 10 fields?
Answer: The time taken to import 50,000 duplicate prospects with 10 fields is 3 minutes and 20 seconds.
Question: How does the number of prospect fields affect import time?
Answer: Import time increases with more fields. For example, 50,000 prospects with 120 fields takes about 6 minutes and 48 seconds, while 10 fields takes about 2 minutes and 36 seconds.
Question: What is the time taken to import 100,000 prospects with 120 fields and 25 tags?
Answer: The time taken to import 100,000 prospects with 120 fields and 25 tags is 16 minutes and 5 seconds.
Question: Does the presence of duplicate prospects affect the import time?
Answer: Yes. For example, importing 50,000 duplicate prospects with 10 fields takes 3 minutes and 20 seconds compared to 2 minutes and 36 seconds without duplicates.
Question: Can I add a prospect to a sequence directly from the CRM?
Answer: Yes! With Saleshandy CRM, you can open any prospect’s detail page and use the Add to Sequence quick action to add them to a sequence without navigating away. This works from both List View and Kanban View.
Mission accomplished; you've successfully added Prospects to your Saleshandy Sequence. 👏
Wishing you a delightful experience! ❤️
Happy Selling. 🤝
Warmest regards,
Saleshandy Team
👉 Next Steps
Check out the below article If you want to know more about
💡 Tip
Don't hesitate to reach out if you have any questions. We're available on chat and ready to provide you with prompt assistance. 🤗