Prospect research
How do I keep prospect data up to date?
Attach dates and sources to research so your team can tell fresh information from an old assumption. Roles, company activities, and email addresses change. Recheck important facts before using them in a message, especially when a record has waited in a queue. A reply or bounce should update the record, not stay isolated in one inbox.
How to approach it
- Store the source and date alongside each useful fact.
- Refresh role and company information before a new sequence.
- Update records after replies, opt-outs, and delivery failures.
If a contact moved to another company, do not transfer the old company’s context or contact basis automatically. Start a new assessment for the new professional situation.
Updated September 10, 2026 · By Vibeful Team