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Add a prospect and create a material

History is your list of prospects. Add one, pick what you want to send them, and Edithly writes it for that company.

Add a prospect · waiting time is sped up

Steps​

  1. Open your product and click History at the top.
  2. In the empty row at the bottom of the table, fill in:
    • Prospect co.: the company, for example Canva
    • Website URL: the full address, for example https://www.canva.com
    • Contact name: who you're writing to
    • Location: where they are, for example Sydney, AU
    • Role and LinkedIn are optional
  3. Under Materials, pick what to create: Pitch Deck, Infographic, One Pager, Elevator Pitch or Landing Page.
  4. Click ▶ (Generate) at the end of the row.
  5. When it's ready, the material opens. Click Copy link to share it.

Good to know​

  • Required fields: company, website, contact name and location. The row tells you if one is missing.
  • Credits: each material uses 5 credits.
  • See who opened it: the material shows how many times its link was viewed.
  • Many prospects at once? Click Import CSV to upload a list from Apollo, Clay or a spreadsheet. Click Download sample CSV to see the format.
  • Add another: click + Add prospect for a new row.

Next​