> For the complete documentation index, see [llms.txt](https://docs.reach-book.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reach-book.com/prospects/add-and-organise-prospects.md).

# Add and organise prospects

A prospect is one company, usually with one contact person. Open **Prospects → All prospects**.

![The prospect list with stages, owners and verification status](https://965745608-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fdg7LyestsaNAIIzzILlv%2Fuploads%2Fgit-blob-4a2f3c26d97b22cbd42d66222695689acf89e21f%2Fprospects.webp?alt=media)

## Add a prospect by hand

Click **New prospect**. Use **Import** when you have many at once.

| Group    | Fields                                                                                              |
| -------- | --------------------------------------------------------------------------------------------------- |
| Company  | Company, Domain, Website, What the company does, Why relevant, Target job title                     |
| Location | Country, State or region, City, Postal code, Time zone (detected from the location, or set by hand) |
| Contact  | Contact name, Contact email, LinkedIn profile                                                       |
| Email    | Personalised opening line, Subject, Email body                                                      |
| Tracking | Priority (1–10), Source URL, Notes, Status, Tags (up to 50), Owner                                  |

The **What the company does**, **Why relevant** and **opening line** fields are your research. Drafts and AI writing use them, so the more you fill in, the more personal the email.

## Stages

Each prospect moves through five stages:

| Stage      | Statuses inside it                                           |
| ---------- | ------------------------------------------------------------ |
| To prepare | New, Needs research, Ready                                   |
| In review  | Draft generated, Needs review, Approved, Gmail draft created |
| Sent       | Sent, Sent manually                                          |
| Replied    | Replied                                                      |
| Closed     | Bounced, Not interested, Skipped                             |

## Views and groups

* Filter the list, then click **Save current view** to keep that filter one click away.
* Use the **Groups** menu to create, rename or delete groups. Group names must be unique.

## Work on many prospects at once

Select rows to open the bulk bar: **Generate drafts**, **Approve**, **Check customers**, **Find emails**, **Tag…**, **Add to group…** and **Add to campaign…**. Under **More** you'll find **Assign to…**, **Snooze…**, **Reassign owner…**, **Skip** and **Delete**.

## Owner and assignee

* The **owner** sends to the prospect, adds them to campaigns and owns the email thread.
* An **assignee** follows up on the prospect. Being assigned never gives access to someone else's mailbox.