What Add Prospects to a Pipeline Does
Add Prospects to a Pipeline connects Prospecting with pipeline management.
When a prospect is added, Kyrios can create the prospect record, generate the Marketing Audit Report, and place the prospect into a selected pipeline stage.
This removes the need to manually create or update a pipeline opportunity after prospecting.
Key Benefits
Adding prospects to a pipeline helps sales teams move from lead discovery to follow-up faster.
Benefits include:
Instant deal tracking
A new prospect can enter a pipeline as soon as it is added.Faster pipeline creation
Users can build pipeline activity while prospecting.Organized follow-up
Prospects can be placed in the correct stage for next steps.Better visibility
Teams can manage prospecting activity and sales activity in one workflow.Improved measurement
Prospecting-generated leads can be tracked alongside other CRM activity.
How to Find Prospects
To find prospects, open Marketing > Prospecting and click Add Prospect.
On the prospect search screen, enter a keyword or business name, location, and radius. Then click Search.
How to Select a Prospect
After search results load, select the prospect you want to add. You can click the checkbox beside a business, then click Add in the Actions column.
How to Add the Prospect to a Pipeline
After clicking Add, Kyrios opens the Add Prospect window. Review the auto-filled business details. Then enable Add to a pipeline.
Choose:
Select a pipeline
Select a stage
The selected pipeline and stage determine where the prospect appears after the report is generated.
How to Generate the Report and Add the Prospect
After selecting the pipeline and stage, click Generate Report. Kyrios adds the prospect and generates the Marketing Audit Report.
How to Confirm the Prospect Was Added
After the prospect is added, the search results table shows the prospect status as Added. The action changes from Add to View.
Common Issues and Fixes
The pipeline dropdown is empty
Create a pipeline and at least one pipeline stage before using Add to a pipeline.
The prospect was not added to the expected stage
Check which pipeline and stage were selected in the Add Prospect window before clicking Generate Report.
Automations triggered after adding the prospect
If your account has automations based on opportunity creation or stage changes, adding a prospect to a pipeline may trigger those automations.
FAQ
Does this work with bulk prospecting?
Yes. Prospects can be routed into a pipeline from bulk prospecting, manual search, and manual prospect creation.
When is the prospect added to the pipeline?
The prospect is added after you enable Add to a pipeline, choose a pipeline and stage, and click Generate Report.
Do I have to create a pipeline first?
Yes. You must have an existing pipeline with stages before you can select it during the add flow.
Can I change the pipeline stage after the prospect is added?
Yes. After the prospect is in your pipeline, you can move it between stages like any other opportunity.
Will this keep my follow-ups organized?
Yes. Adding prospects directly into the correct stage helps teams manage outreach and next steps based on the sales process.
Can I still do outreach to prospects added to a pipeline?
Yes. After the prospect is in your CRM, you can manage follow-ups and outreach using your normal workflows.
Does adding a prospect to a pipeline trigger automations?
It may. If your account uses automations based on opportunity creation or stage changes, those automations may run depending on your setup.