Prospect Management

Prospect Management

Learn how to manage your prospects and lists: import, export, edit, search, and filter.
11 articles in this collection
How to import prospects to your account
Learn how to upload a list of prospects or update existing prospect data in bulk using the "Import from file" option.
How to manage a prospect’s profile
Learn how to change, add or delete the information in the prospects’ fields.
How to manage prospects from a list view
Learn how to manage your prospects from a list view.
How to manage custom fields and data tabs
Learn how to add, edit and organize custom prospect fields to use in email variables.
How to manage duplicate prospects
Learn how to find and merge duplicate prospects in your account.
How to use tags for prospect management
Find out how to add tags to filter your prospects.
How to export emails from Snov.io
Export to CSV, XLSX, and Google Sheets is available for all users with a paid plan.
Adding custom prospect fields for personalization
This article describes how to add custom prospect fields for email personalization.
How to add a note to your prospects
Learn how to add and pin a note to your prospects in the timeline.
How to organize your prospects with folders
Want to improve your database and manage prospect lists? Learn how easy it is.
How to create and manage Do-not-email lists
Learn how to create lists of contacts blocked from receiving your email campaigns.