Adding Clients/Prospects

You can add clients (Targets) manually or via CSV:

1. Under the Add Target tab:

2. Enter an email and the company's name.

3. Click Add Target

4. The new client (Target) will be seen in the Targets section.

5. Click on one of the scan options to add the target to your Prospects.

   

CSV:

1. Click the Import Target tab.

2. Click the Download Sample CSV link.

3. Fill in the fields with your clients' details.

   

4. Save the file and click the icon to upload your CSV file or drag the file to the designated area.

   

After selecting a scan option, all targets will be displayed on the Prospect Management page.