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