Help & Support
Find answers to your questions and learn how to get the most out of FireApp CRM.
Managing Prospects
Prospect Management
Your prospects are the heart of your sales process. Learn how to effectively manage and organize them in FireApp.
Adding Prospects
There are several ways to add prospects to your FireApp CRM, from manual entry to powerful LinkedIn importing tools.
Manual Entry
- Navigate to the Prospects page
- Click the "Add Prospect" button
- Fill in the required information (name, email, company)
- Assign to a pipeline stage
- Add tags for better organization (learn more about tag management)
- Save the prospect
🚀 LinkedIn Importing (Recommended)
Use our powerful Chrome extension to import prospects directly from LinkedIn with advanced search capabilities and bulk import features.
Available Import Methods:
- Profile Search: Find people by name, title, company, or keywords
- Company Search: Search companies and import their data
- Sales Navigator Lead Lists: Import from pre-curated prospect lists
- Sales Navigator Saved Searches: Execute predefined searches for fresh prospects
- Bulk Import: Import up to 2,500 prospects at once with sequence assignment
Pipeline Stages
Assign prospects to pipeline stages to track their progress through your sales process. Pipeline stages help you organize prospects and understand where each one stands in your sales cycle.
Quick Pipeline Overview
- Assign prospects to appropriate pipeline stages when adding or editing them
- Move prospects between stages as they progress through your sales process
- Track progress by seeing how many prospects are in each stage
- Filter and sort prospects by pipeline stage for better organization
Need Help with Pipeline Setup?
For detailed information about creating and managing pipeline stages, check out our comprehensive Pipeline Management guide.
Learn about Pipeline Management →Filtering and Search
Use the filter panel to find specific prospects:
- Search by name, email, or company
- Filter by pipeline stage
- Filter by tags (see our Tags & Organization guide for advanced filtering strategies)
- Filter by sequence assignment
- Sort by various fields (date, name, stage)
🏷️ Master Your Tag Organization
Tags are one of the most powerful ways to organize your prospects. Learn how to create effective tagging strategies, use color coding, and leverage tags for advanced filtering and workflow automation.
Complete Tags & Organization Guide →