My Prospects Tab

Last updated: November 6, 2025

The My Prospects Tab is your central hub for managing all the prospects you’ve saved or uploaded into FINNY. It helps you stay organized, track outreach progress, and maintain clean, actionable lists of potential clients.

Key Features

  • Saved Prospects: View all profiles you’ve favorited, added to lists, or saved from the Feed.

  • Uploaded Prospects: Manage contacts you’ve manually uploaded to FINNY from external sources.

  • Search & Filter: Quickly sort prospects by date added, F-score, or last contact.

  • Edit Prospect Info: Update contact details or statuses directly within the tab.

Saved Prospects

In the Saved tab, you can:

  • Filter prospects by lists you’ve created.

  • Sort by attributes such as:

    • Date added

    • F-score (likelihood of conversion)

    • Last contacted

  • Remove saved prospects from lists.

  • Open prospect profiles for more detailed information.

Use sorting by Last Contacted to ensure you’re regularly engaging with fresh leads while avoiding over-contacting.

Uploaded Prospects

In the Uploaded tab, you can:

  • View all contacts you’ve imported from outside FINNY.

  • Manage their information just like saved prospects.

  • Edit details and update statuses to keep records current.

Upload a “Do Not Contact” list of existing clients to automatically exclude them from outreach campaigns.

Updating Prospect Details

You can edit the following fields directly in the My Prospects tab:

  • Contact information (email, phone, etc.)

  • Status (e.g., Contacted, Not Contacted, Unsubscribed)

Keep prospect statuses updated — it helps campaigns remain compliant and prevents duplicate outreach.

✅ The My Prospects tab is your command center for keeping all lead data organized, segmented, and actionable.