Prospects: Finding and Downloading People

Prospects searches the contact databases connected to your account — for example real estate agents or healthcare providers, depending on your account — and adds the people you choose to your organization's Contacts.

Searching is free and anonymous

Pick a source, set filters (place, specialty, production and so on), and see how many people match. Each result shows only what kind of person it is and whether an email or phone is on file — never a name, address or contact detail. Those are revealed when you download.

Downloading costs tokens — never twice

Before you download, the preview shows how many people are new, how many you already own, and the tokens it will cost. You're charged once per new person. These are always skipped and free:

• People your organization already downloaded — owning someone once covers everyone on your team.
• People marked do not contact, and people who asked not to be contacted at the source.
• People with no email and no phone to reach them by.

If your balance can't cover everyone, the download is trimmed to what it can cover. If something goes wrong partway, you're only charged for the people actually delivered. Every download is listed under Downloads.

Using them

Downloaded people land in Contacts with a tag for that download. From Contacts in Prospects, press Use in Cold Email to see them in Cold Email, or Use in LinkedIn and pick the campaign to add them to (people without a LinkedIn profile link are added too; they show up in the daily list as Find on LinkedIn with a search link, and once someone pastes their profile link they move onto the invitation list). Export CSV downloads the list.

Why they can't go into a newsletter

Newsletters are only for people who asked to receive them. Downloaded people never opted in to hearing from you, so emailing them a newsletter would break anti-spam rules and hurt your sending reputation. Reach them with Cold Email or LinkedIn instead, which are built for first contact and honor every opt-out.