Overview
Required Subscription: Event Lead Capture, with the Prospect add-on
Popl Prospect lives in a Prospect tab inside every Event. It turns the lists you receive before a show into People with full contact info, company details, and context from your CRM, so your team knows who to reach out to before the doors open.
You can build your list three ways. Importing an attendee list is available today. Enriching an exhibitor list and prospecting people by company and role are coming soon.
Before You Start
You need Full Team Admin or Subteam Admin access. Members do not see the Prospect tab yet.
Prospect is available on the web dashboard only.
Create the Event first, since Prospect lives inside it.
To see CRM Insights, connect Salesforce or HubSpot. See Integrations.
People, Companies, and Leads
Not everyone in Popl is a lead. Prospect adds two new record types that sit alongside your leads.
Record | What It Means |
Lead | Someone your team met in person. Leads run through the Event's lead flow, automations, and auto sync. |
Person | Someone associated with the Event, like a name on an attendee list. People never run through the lead flow or auto sync. |
Company | The account a Person belongs to. |
Note: Importing a list does not add to your lead counts or trigger follow-up emails. People only sync to your CRM when you choose to sync them.
How It Works
Behavior | What It Means |
Credits per Person | Enriching a Person from an imported list uses 1 credit. |
Credits per Company | Enriching a Company from an exhibitor list or Company file uses 0.25 credits. (Coming soon) |
Credits per prospect | Enriching a prospect uses 1 credit. (Coming soon) |
No double charges for imports | If you import someone who already exists from an earlier import in the same Event, Popl updates the existing Person instead of creating a new one, and no additional credit is used. |
Companies never duplicate | Companies are matched by domain within an Event, or by exact name if there is no domain. |
File limit | CSV or xlsx, up to 5,000 rows per file. |
Required fields | To enrich, map name and company. Without enrichment, map email at minimum. |
Auto tags | Every import adds two tags: the Event name and a timestamp. You can remove either before importing. |
CRM Insights source | Salesforce and HubSpot only. More CRMs are coming soon. |
Both Salesforce and HubSpot connected | CRM Insights come from Salesforce. |
Multiple Salesforce connections | Popl uses the connection in the Event's Lead Flow. If the Event has none, it falls back to the full team connection, then a subteam connection. |
CRM Insights refresh | Insights do not refresh automatically. Refresh them in bulk from the action bar. |
Importing an Attendee List
Open the Event and click the Prospect tab. You can also click Enrich Attendee List in the banner on the Event's Home tab.
Click Upload Attendee List.
Select your CSV or xlsx file, or drag and drop it.
Map your columns to Popl fields. Name and company are required for enrichment.
Fields Popl will enrich appear in the Enriched Fields section. Mapping one of them to a column in your file removes it from that section.
To import without enriching, turn enrichment off. Email then becomes the only required field.
Add any tags. The Event name and timestamp tags are added by default.
Optionally, choose a Connection Template to sync the imported People to your CRM as part of the import.
Review the credit count and confirm.
Popl processes the list in the background, so you can leave the page.
When it finishes, you get an in-app notification with a Take me there button and an email titled "Your Popl Prospecting Action is Complete."
Adding One Person at a Time
On the People tab, click +.
In Create and enrich people, enter a name and company.
Popl fills in the contact and company details.
Working Your List
Using CRM Insights
CRM Insights columns appear on both the People and Companies tabs. They show whether a Person or Company already exists in your CRM, including account owner, lifecycle stage, and opportunity stage. Click any CRM Insights value to open that record in your CRM.
Hover over any CRM Insights column to see how its content is determined.
To refresh CRM Insights:
Select the People or Companies you want to refresh.
Click Refresh CRM Insights in the action bar.
Filtering and Syncing
Filter the People tab by any column, including CRM Insights. The People tab supports AND and OR filters.
Select the People you want.
Click Sync to CRM label and pick a connection.
Synced People appear on the Sync Logs page.
Tip: Filter to open opportunities or a single account owner, then sync that group, so each rep only gets the accounts they own.
Creating Leads from People
Select People on the People tab.
Click Create Leads in the action bar.
Confirm the Event, lead owner, and tags.
Leads assigned to an Event run through that Event's lead flow, including auto sync. The original Person record stays so that you will have both a lead and a Person for the same contact.
Exporting
Select People or Companies and export them to CSV. Companies can be exported but cannot be synced to your CRM.
Coming Soon
Enriching an Exhibitor List
Paste the public URL of an event's exhibitor page, or upload a Company file. Popl creates a Company for each exhibitor, shows you the count, and enriches them once you confirm. You can then prospect into those Companies.
Prospecting People by Company and Role
Pick a Company and filter by job title, department, seniority, or location. Popl returns up to 50 people per company. Enrich the ones you want for 1 credit each, and they are added to the People tab. You can add up to 5 companies manually per session, or import a Company file to prospect more.
What to Expect
After You... | What Happens |
Import a list | People appear on the People tab and their Companies appear on the Companies tab. |
Import a list | Your Leads page and lead counts do not change. |
Sync at import | People show in Sync Logs. |
Enrich a list | Enrichment can take anywhere from a few minutes to an hour depending on list size. You get an email when it's done. |
Troubleshooting
Issue | What to Do |
"CSVs cannot exceed 5,000 rows. Split it into smaller parts and upload again." | Split your file into parts of 5,000 rows or fewer and import each one. |
I don't see the Prospect tab | Prospect is available to Full Team Admins and Subteam Admins on teams with the Prospect add-on. Talk to your account manager about access. |
CRM Insights columns are empty | Connect Salesforce or HubSpot, then refresh CRM Insights from the action bar. |
"Connect Salesforce or HubSpot to view CRM Insights" | No CRM connection exists at the Event, full team, or subteam level. Add one in Integrations. |
CRM Insights disappeared | The connection they came from was deleted or its credentials changed. Refresh to pull them from another connection. |
I can't delete a Company | Delete the People associated with it first. |
Imported People didn't get follow-up emails | This is expected. People never run through the lead flow. Create leads from them if you want that. |
FAQ
Question | Answer |
Will importing the same list twice charge me twice? | No. People already imported in the same Event are updated, not duplicated, and don't use another credit. |
What if someone captures a lead who already exists as a Person? | Both exist independently. Capturing the lead doesn't change the Person. |
Does Popl email the people I import? | No. Popl finds and enriches the list. Your team reaches out from your own tools. |
Can members use Prospect? | Not yet. It's available to Full Team Admins and Subteam Admins. |
Is Prospect in the mobile app? | No. It's on the web dashboard only. |
Do CRM Insights use credits? | No. Only enrichment uses credits. |
💡 Tip
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