You can use filters to target decision-makers, e-commerce businesses, or specific industries, then save high-quality leads for AI enrichment and email outreach.
This guide walks you through finding, filtering, and saving leads inside Prospi.
This article includes:
A complete video tutorial covering creating lead list
A detailed text guide with images for those who prefer to follow along at their own pace
Pick whichever format suits your learning style.
Video tutorial:
Step 1: Open the Lead Finder
1️⃣ Log in to your Prospi dashboard.
2️⃣ Click on "Lead Finder" from the main menu.
3️⃣ Select "General" or "E-commerce" leads, depending on your target audience.
📌 General leads include standard business contacts.
📌 E-commerce leads include estimated revenue, Shopify/WooCommerce status, and more.
Step 2: Apply Filters to Find the Right Leads
Use filters to refine your search and find high-quality prospects who match your ideal customer profile.
Available Filters:
🔹 Industry – Narrow down by sector (e.g., SaaS, Healthcare, Real Estate).
🔹 Job Title – Target decision-makers (e.g., Founder, CEO, VP of Sales).
🔹 Company Size – Find small businesses or enterprise-level organizations.
🔹 Location – Search by country, state, or city.
🔹 E-commerce-Specific Filters (Only for E-commerce leads)
Shopify/WooCommerce detection
Estimated revenue
Product category
📌 Tip: The more targeted your filters, the higher quality your leads will be.
Step 3: Review Lead Results
After running a search, Prospi will display a list of leads based on your filters. Each lead includes:
✅ Name & Job Title
✅ Company & Industry
✅ Location & Size
✅ Website (if available)
📌 Important: At this stage, you’re not using any credits—you can review and adjust your search before saving leads.
Step 4: Save Leads to a List
Once you find leads that match your criteria:
1️⃣ Click "Save Leads."
2️⃣ Choose how many leads you want to save (no credits are used at this stage).
3️⃣ Name a list (or select the one that already exists)
4️⃣ Select whether to exclude leads without websites (useful for AI enrichment).
5️⃣ Click "Save to list" to save them to a new or existing lead list.
📌 Tip: If you plan to use AI personalization, keep leads with websites to enable better AI-generated insights.
Step 5: View Your Saved Leads in the List Page
After saving, you’ll be redirected to the Lead Lists page, where you can:
✅ See all saved leads
✅ Start AI Enrichment (next step)
✅ Start Email Enrichment (next step)
📌 Next step: AI Enrichment & Email Verification – This process enhances your leads with detailed data before finding & verifying emails.