> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kakiyo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prospects and Lead Management

> Import prospects through CSV and Sales Navigator, or discover fresh leads with AI Lead Finder. Enrich data for personalization and track every campaign import.

> Managing prospects in Kakiyo involves importing target audiences and enriching their data for better personalization. You can upload a CSV, import a LinkedIn Sales Navigator people search, or discover prospects with AI Lead Finder.

## CSV Import

### Required Fields

Every CSV must include a LinkedIn profile URL column. Name columns are optional but recommended:

* **First Name**: Prospect's first name
* **Last Name**: Prospect's last name
* **LinkedIn URL**: Complete LinkedIn profile URL

### Custom Data

To pass per-prospect context into outreach prompts, add one column named **Custom Data** or a similar label such as **Custom Context** or **Customer Score Data**.

Kakiyo saves that column on the prospect's conversation and exposes it in prompts as:

```text theme={null}
{{customData}}
```

Good custom data examples include:

* Buying intent signals
* Relevant prospect notes
* Industry-specific data points
* Company research findings

> **Important**: Only the detected custom data column is saved as conversation context. Other CSV columns are not automatically passed into prompts unless they are imported as custom data.

***

## Sales Navigator Imports

Already have a targeted people search in LinkedIn Sales Navigator? Kakiyo can save that search and import `100`, `250`, or `500` matching profiles directly into a campaign.

The import runs in the background and uses the same enrichment, duplicate detection, Do Not Contact checks, and campaign-capacity protections as every other Kakiyo prospect import. You can close the dialog while it runs; dashboard-created imports email you when they are ready.

<Card title="Import leads from Sales Navigator" href="/guides/lead-finder/sales-navigator-imports" icon="linkedin">
  Learn how to copy the correct people-search URL, queue an import, continue from the next page, and retry safely.
</Card>

***

## AI Lead Finder

### How It Works

Real-time prospect discovery that searches LinkedIn and the internet for fresh, qualified leads.

**Key Advantages:**

* **Current data**: Real-time information, never outdated
* **Quality filtering**: Only active, current prospects
* **Buying signals**: Identifies prospects showing purchase intent

### Search Process

1. **Define criteria**: Job titles, industries, company sizes, locations
2. **Set filters**: Advanced targeting parameters
3. **Real-time search**: AI searches LinkedIn and web sources
4. **Quality validation**: Filters prospects against your criteria
5. **List generation**: Delivers qualified prospect list

***

## Data Enrichment

### Automatic Enrichment

* **LinkedIn scraping**: Extracts all available profile information
* **Company data**: Gathers relevant company details
* **Activity monitoring**: Tracks recent prospect activity

### Enhanced Personalization

The AI uses all available data to create highly personalized conversations:

* **Role-specific messaging**: Tailored to job titles and responsibilities
* **Company context**: References company size, industry, recent news
* **Personal details**: Uses profile information for natural conversation
* **Intent signals**: Incorporates buying intent data when available

***

## Best Practices

### Data Quality

* **Accurate URLs**: Ensure LinkedIn URLs have the right format and are valid
* **Current information**: Use recent, up-to-date prospect data
* **Relevant details**: Include information that aids personalization
* **Clean formatting**: Properly formatted CSV files

> Important: the right format for the LinkedIn URLs is the following
>
> Example: \*\*[https://www.linkedin.com/in/](https://www.linkedin.com/in/)\*\*ilanasseo/

### Strategic Targeting

* **Focused lists**: Target specific, well-defined audience segments
* **Quality over quantity**: Precise ICP yield better results
* **Regular updates**: Refresh prospect lists periodically
* **Segment testing**: Test different audience segments separately (in different campaigns)

### Lead Management

* **Monitor progression**: Track prospects through the conversion funnel
* **Intervention timing**: Know when to take manual control (if needed)
* **Performance analysis**: Evaluate which ICP perform best
* **List optimization**: Refine targeting based on results

***

> Effective prospect management combines quality data with strategic targeting to maximize conversation success and conversion rates.

***

## Related Guides

* [What is Kakiyo?](/guides/getting-started/what-is-kakiyo)
* [First Campaign Setup](/guides/getting-started/first-campaign-setup)
* [How Kakiyo Works Behind the Scenes](/guides/getting-started/how-kakiyo-works-behind-the-scenes)