Lists, tags and custom fields

Prosyo gives you three ways to organize prospects. Each has a different job.

Lists#

Lists are what you enroll into campaigns.

• Create a list when you import. Under Add to list, choose Create new and type a name.
• Add people to a list: in Prospects, select rows and choose Add to list.
• Filter by list using the list filter at the top of the table.
• One person can be on many lists.

Tags#

Tags are labels you apply for your own filtering.

1. Select one or more rows in Prospects.
2. Click Tag and choose or type a tag.

Filter the table by tag at any time. Enrichment never creates or changes tags.

Custom fields#

Custom fields store any extra data you want, and each one becomes a message variable.

Create a custom field#

1. Go to Settings → Custom fields.
2. Click Add field and give it a name, for example Industry.
3. Prosyo creates a key, for example industry.

Fill custom fields#

• On import: map a spreadsheet column to Custom · Industry. See Import from CSV.
• By hand: open a prospect and edit the field in the side panel.

Use custom fields in messages#

Hi {{first_name|there}}, saw that {{company_name}} is growing fast in {{custom.industry|your market}}.

See Variables and personalization.

The prospect side panel#

Click any row to open the side panel. It shows:

• Name, title, company, email, phone and LinkedIn profile link
• Pipeline stage
• Custom fields
• The personalized first line
• Notes
• Recent activity: sends, accepts, replies, stage changes

You can edit most fields right there.

Export#

1. Filter the table: by list, stage, tag, enrichment status or search.
2. Click Export.
3. Prosyo downloads a CSV of the matching rows, including enrichment status and tags.

Add a single prospect#

Click Add prospect in Prospects to create one person by hand. Include a LinkedIn URL or an email.