Prospect Intake Workspace
Import, validate, and enroll prospects
Use this page to bring prospects into SignalOS with control. Upload a CSV for bulk intake, preview the data before saving, or add one researched prospect manually when quality matters most. Every action uses the existing safe sequence enrollment flow.
Workspace
Intake
Choose CSV files or capture verified prospects without touching runtime logic.
Primary action
Queue
Save prospects, enroll safely, and queue messages through controlled execution.
Manual source
LinkedIn
Track origin for manual prospects and research context.
Safety checks
On
Duplicate email and repeat enrollment protection remain active.
Bulk CSV Intake
Upload, validate, then enroll prospects
Use this for list-based outreach. SignalOS reads the CSV, validates required fields, blocks bad rows, reuses existing prospects, and enrolls only safe contacts into the selected sequence.
1
Upload
Choose a clean CSV file.
2
Validate
Review ready and blocked rows.
3
Execute
Save only or enroll safely.
File
No CSV selected
Valid rows
0
Blocked rows
0
Selected sequence
Not selected
Recommended CSV columns
email, first_name, last_name, company_name, website, industry, title, source, linkedin_url, phone, score, outreach_angle, pain_point, notes
Bulk import safety rules
Invalid rows are blocked. Existing prospects are reused. Contacts already enrolled in the selected sequence are skipped, so duplicate messages are not queued.
Manual prospect capture
Use this when adding one carefully researched prospect. For larger lists, use the CSV intake workflow above.