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Import leads is how prospects get into Guhan. Use it to find new people or to add ones you already know. Everyone is added to a List, where you can review them and point a Campaign at them.
Browsing LinkedIn? The Chrome extension works inside LinkedIn. Tick people in a search or in your network, or add them from a profile, and see who’s already in Guhan.

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Where to find it

Open Prospects in the sidebar. On the People tab, the top right has two buttons:
  • Import leads: find people with a search or a signal, or upload a CSV.
  • Create lead: add one person by hand. See Add one person.
Prospects is in the sidebar. Import leads and Create lead are at the top right

Prospects is in the sidebar. Import leads and Create lead are at the top right

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Start with Import leads

Click Import leads. Pick where the leads come from: Each option opens a two-step form. Step 1 sets up the source (who fits, the signal, or the file). Step 2 is the destination: which List, its schedule, and the enrichment options.
Import leads: From People Search, From Signals (opened here to show all nine signals) or Upload CSV

Import leads: From People Search, From Signals (opened here to show all nine signals) or Upload CSV

1

Set up the source

Fill in who fits, configure the signal, or upload and map your CSV.
2

Choose the List

Pick an existing List or choose Create new list. Lists that already have a search or signal source are greyed out (“already has a source”), so a List stays tied to one search or signal. Lists that only hold CSV uploads or hand-added people can still be picked.
Step 2: choose the List. Lists that already have a search or signal are greyed out

Step 2: choose the List. Lists that already have a search or signal are greyed out

3

Set the schedule and enrichment

Choose Ongoing or One-time and review the enrichment options. Then click Import leads.If an active Campaign uses the List you picked, the dialog tells you: new prospects are enrolled in that Campaign automatically.
Step 2: the schedule (One-time here) and the enrichment options, each with its credit cost

Step 2: the schedule (One-time here) and the enrichment options, each with its credit cost

Describe your ideal customer under Who fits. Each rule you add is a must-match: a prospect has to satisfy every rule you set to be added to the List.
Type each title and press Enter. Use Suggest variants to see alternative wordings (for example “VP of Sales” and “Vice President Sales”). Variants are only added when you pick them. “Sales Director” and “Director of Sales” are different strings, so list the forms you want.
Individual Contributor, Manager, Director, VP or C-level.
Two separate rules, each a single dropdown. Time at current company: Recently joined, Less than 1 year, 1–2 years, 2–5 years, 5–10 years or 10+ years. Time in current role: Less than 3 months, 3–6 months, 6–12 months, 1–2 years, 2–5 years or 5+ years. Use them to find people who have just started somewhere new.
Where the person is based. Cities, states, countries and regions are all accepted, and Guhan matches at the level you pick. A city does not widen to its whole country.
Choose from LinkedIn’s industry list. “SaaS” is not one of them; use “Software Development” and narrow with other rules.
Company HQ country is stricter than person location: the company has to be headquartered there. Headcount takes a minimum and a maximum; leave one blank for no limit.
Every rule you fill in is required. If a List is coming back empty or full of the wrong people, loosen or tighten the rules. See Reviewing prospects.
People Search, step 1: a job title entered. Suggest variants offers other wordings, and Add rule lists the other fields you can match on

People Search, step 1: a job title entered. Suggest variants offers other wordings, and Add rule lists the other fields you can match on

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Buying signals

Pick From Signals, choose one signal, and configure it. A source runs one signal. Some signals find people directly (a post author or commenter); others find companies first and then look for people at them using your Who fits rules.

Signal catalog

All nine signals, what each one is configured with, and what it costs.
A signal source, here Hiring growth: configure it, then add the same Who fits rules

A signal source, here Hiring growth: configure it, then add the same Who fits rules

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CSV upload

A CSV can have up to 500 rows. Upload a CSV from Import leads → Upload CSV. Your column names do not need to match anything: Guhan guesses the mapping, shows a three-row preview, and lets you change any column. Each row needs:
  • Last name (required)
  • At least one of email, phone (with country code, for example +14155550123) or LinkedIn profile URL
Optional columns: first name, job title, department, seniority, company name, company domain, company LinkedIn URL, industry and location.
Profile enrichment works from the prospect’s LinkedIn URL. Rows without one are still imported, but they cannot be enriched from LinkedIn. Add the column if you can.
After upload, the enrichment options in step 2 decide what Guhan fills in (profile, company, research brief, and so on). Turn every option off if you want no enrichment. Each option has a credit cost; see Enrichment. CSV rows do not use credits for finding prospects, but they do count toward your active-prospect limit. If an upload would go over, the rows that fit are imported and the rest are skipped with a message.
Guhan guesses the column mapping and shows a three-row preview. Change any column

Guhan guesses the column mapping and shows a three-row preview. Change any column

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Add manually

On the Prospects page, click Create lead. You enter the person’s name, at least one of email, phone or LinkedIn URL, their role and their company. You can also choose a List; if you leave it empty the person is saved to your workspace without being in a List. The same active-prospect limit applies. Use it for warm leads, referrals, or adding yourself to test a Campaign before launch.
Create lead: first and last name, then at least one of email, phone or LinkedIn URL. Role and company are further down

Create lead: first and last name, then at least one of email, phone or LinkedIn URL. Role and company are further down

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Shortcuts inside a List

You don’t have to leave a List to add to it. Open the List from Lists in the sidebar:
  • Import in the header offers Import CSV and Add manually, with the List already chosen for you.
  • On a List that has no search or signal yet, the Sources tab shows Add source. It opens the same Import leads dialog, already pointed at that List.
These are shortcuts to the same forms. The Prospects page is the one place that offers everything, and it is the only place to start a search or signal that creates a new List.
Inside a List, Import offers Import CSV and Add manually

Inside a List, Import offers Import CSV and Add manually

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Ongoing or one-time

For people search and signals, step 2 asks how the source should run. The wording stays the same for every signal. Only the options under it change:
  • Post-based signals (competitor posts, topics) in One-time mode let you choose a time window and a maximum number of posts. Competitor posts offer 24 hours up to 1 year; topic posts offer past day, week or month.
  • Engaged with specific posts follows its own schedule: each post you add is checked twice a day for its first week, once a day for the next two weeks, then goes dormant. You can renew a dormant post.
You can switch a source between Ongoing and One-time later from Edit on the List page.
Limits cap how many people are added, not what each one costs. You are charged for every profile a run finds, including ones your filters later reject. See How prospects get added.
Ongoing keeps looking and adds new matches. Set daily, weekly and monthly limits

Ongoing keeps looking and adds new matches. Set daily, weekly and monthly limits

Signal catalog

Every signal and its options.

How prospects get added

What happens between a search finding someone and the prospect appearing.

Enrichment

Profile, company, research brief and contact reveal.

Build a Campaign

Point a Campaign at your List.