Predictive Insights Start With Your Records
A prospect group is a collection of records uploaded by the customer that they want to receive predictive insights from.
To create a prospect group in Guidon:
- The customer exports records from their existing databases into a CSV file, consisting of the first name, last name, and email address OR physical address OR phone number of each record.
- The customer imports the CSV into Guidon.
For a step by step guide, visit How to Add a Prospect Group.