Create the group
In the signed-in dashboard, open Prospects → Groups. Choose Create group, enter a recognizable name, optionally add a description, and save. A group is a user-owned collection; it does not duplicate the prospect record.
Add prospects from a group view
- Open Prospects and select the group from the Group filter, or open the group from the Groups page.
- Click Add prospects to this group.
- Search by company name, domain, or email.
- Select one or more prospects. Select visible chooses every result currently visible after filtering.
- Click Add selected prospects. Records already in that group are excluded from the picker.
Add a single prospect to multiple groups
Open the prospect details page, click Add to groups, select every relevant group, and save group memberships. Existing memberships remain selected and are not removed by this action.
Use groups as audience boundaries: for example, separate agencies, founders, locations, or campaign experiments instead of putting every prospect into one broad list.
TARGET LOCKED