Prospecting

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Step 1: Starting a new prospect import

1. Go to Imports from the left-hand navigation.
2. Click New import in the top right.
3. From the dropdown, choose Prospect.

This will take you to the Prospect new contacts filter view.

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Step 2: Setting filters for your preliminary audience

You’ll now see a range of filters you can apply to define your initial audience. These filters are powered by Apollo and come with a predefined, limited set of options based on Apollo’s dataset structure. This stage is meant for creating a rough preliminary audience. You can further narrow down and refine this audience later using FirstQuadrant’s AI qualification.

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Company filters

• Company headcount
• Company HQ (headquarters location)
• Industry (fixed list from Apollo)
• Keywords (used sparingly; they rely on social media descriptions and may be noisy)
• Revenue and funding: includes fields like funding rounds, total funding amount, annual revenue, and trading status

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Role and personal filters

• Current employment: job title, management role, current employer
• Company domains: restricts results to contacts at specific domains
• Previous employments: job title and employer history
• Department
• Location: refers to the location of the person, not the company

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Advanced filters (for both company and person)

• Technologies used
• Exclude industries / locations
• Open positions: job titles and hiring locations
• Number of positions posted (with optional date ranges)
• Exclude job titles / employers / locations

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Step 3: Previewing your audience

Before finalizing your filters:

1. Click Preview on the top right.
2. A list of contacts that match your filters will be shown.
3. Review the results—if the contacts don’t seem relevant, adjust your filters.

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Step 4: Finalizing the prospect import

Once satisfied:

1. Click Select filters to continue.
2. You’ll be redirected to the Import settings page.
   • The selected prospect filters will be saved.
   • You’ll see the total number of prospects found.
3. You can later click Edit next to “Prospect filters” to modify your filters if needed.

Note: Details on how the import settings page works—such as enrichment rules, scheduling, and activation—are explained in a separate article.