Adding and Managing Prospects
Add prospects manually, import CSV, or paste a URL for AI enrichment — with duplicate detection and status tracking.
Why It Matters
Better prospect data produces better AI research, which produces higher response rates. Kit gives you three ways to add prospects — from a quick URL paste to bulk CSV import — and tracks each prospect through the full outreach lifecycle.
Navigate to your campaign and click Add Prospects to get started.
Adding Prospects
Paste a URL
The fastest way to add a single prospect. Paste a LinkedIn profile URL or company page, and Kit’s AI extracts the prospect’s name, title, company, and email. The URL is saved as the prospect’s source_url, which the AI references during research.
Manual Entry
Add prospects one at a time with full control over every field:
| Field | Required | Description |
|---|---|---|
| Yes (unless pending) | Prospect’s email address. Must be unique within the campaign. | |
| First name | No | Used in email personalization |
| Last name | No | Used in email personalization |
| Company name | No | Helps the AI research the prospect’s company |
| Title | No | Prospect’s job title — gives the AI context for relevance |
| Source URL | No | LinkedIn profile, company page, or personal site for AI research |
| Notes | No | Free-text context the AI can reference when drafting |
Prospects without an email address start in pending status. Kit’s AI attempts to find their email during research.
CSV Import
For bulk additions, upload a CSV file with headers matching the field names above. Kit processes up to 10,000 rows per import.
- Rows with emails that match suppressed addresses are skipped automatically
- Duplicate emails within the same campaign are rejected
- Download a CSV template from the import page to see the expected format
Prospect Statuses
Each prospect moves through these statuses as the campaign progresses:
| Status | Meaning |
|---|---|
| Pending | Added but not yet researched. Waiting for the next batch. |
| Researching | AI is actively researching this prospect and drafting an email. |
| Drafted | AI has written a draft email. Awaiting your review. |
| Active | At least one approved email has been sent or queued. |
| Replied | Prospect replied to an outreach email. |
| Bounced | Email delivery failed (hard bounce). Prospect is auto-suppressed. |
| Unsubscribed | Prospect clicked the unsubscribe link. Auto-suppressed. |
| Opted out | Manually marked as opted out by your team. |
Duplicate Detection
Kit checks for duplicates at three levels:
- Same campaign — An email that already exists in the campaign is blocked. You’ll see an error on import or manual entry.
- Cross-campaign — An email that exists in another campaign triggers an advisory warning but is still allowed. This lets you run multiple campaigns to the same prospect intentionally.
- Suppression list — An email on your account’s suppression list is flagged. Import skips suppressed emails automatically; manual entry shows a warning.
Quick Checklist
- Add prospects via URL paste, manual entry, or CSV import
- Include source URLs for better AI research quality
- Add notes with context the AI can use when drafting
- Review duplicate warnings before proceeding
- Check that suppressed emails were skipped during import
Next Steps
- AI Research and Knowledge Base — understand how Kit researches your prospects
- Reviewing and Sending Messages — approve drafts and manage the sending pipeline