To begin the on-boarding for Prospect Visual, we first need your list of contacts and prospects into one excel or csv file with matching fields to the templates that we provide to you.
In the template, the required fields for each contact and prospect are the following.
- Legal Name
- Employment - current or former
Optionally, you may also submit tags / categories, university degree and known board affiliations, nickname, city and state of their work or residence, record type for tagging and record ID from your internal database.