Add prospects to a case

The Prospect Picker is the only way to add an investor to a case's shortlist. One sidebar, three tabs — Search for someone you already know, From Case to copy a shortlist out of a similar deal you ran last quarter, Bulk Add for the list of emails a colleague sent you.

This guide is about manually adding investors you already know. If you don't yet know who to call — you have a case but no idea which of your contacts fits, or you want to reach beyond your network — use Lead Generator instead. It searches your network, the broader Propstreet Network and the public web for investors whose mandate matches the property. Most live cases use both: Lead Generator for fresh ideas, the picker for everyone you already have a relationship with. Lead Generator →

Open any active case and click the Prospects tab. At the top of the prospect list you'll see three buttons across the row — Add Prospects, Propstreet Network, and Lead Generator. Add Prospects is the one with the small person-plus icon, sitting on the left.

Click it and the picker slides in from the right side of the page as a sidebar. The case stays open behind it so you can see what you're adding to. Above the sidebar's three tabs, the URL updates to remember which tab you're on (?sidebar=prospects&prospectTab=fromCase&sourceCaseId=123) — paste that URL to a colleague and they open the case with the exact picker view you had on screen.

The Search tab is the first thing you see when the sidebar opens. One search box, one list of results, the same search stack the Network page uses — so anything you've ever found on the Network page, you can find here.

Type to search. The box matches:

• Names and emails of contacts in your network.
• Company names — search by the investor's company and you'll see every contact you have there.
• Tags and free-text descriptions you've noted on the contact.
• Field filters like tag:logistics, owner:me, company:acme, email:@acme.com — the same vocabulary the case-level search uses. There's a cog icon on the right of the search box that opens the field-filter list with a few worked examples.

Each row shows the contact's name, their company and job title, and a small avatar. The right edge of the row tells you the next step:

• A plus button — click it to add the investor as a prospect. The button flips to a spinner while it runs and then to a green check.
• A grey Already in Prospects badge — the investor is already on this case's shortlist. The row is greyed out, the plus is gone, no double-add risk.
• A grey Already in Propstreet Network badge — the investor has already reached out anonymously through Propstreet Network and is sitting in the Propstreet Network tab waiting to be accepted. You don't add them from here; you accept them on that tab. The badge tells you where they are.

If nothing comes back — common when you're searching for a name that isn't in your network yet — two buttons appear below the empty result: Create new contact and Create new company. They open the new-entity sidebar pre-seeded with whatever you typed: an email-looking query becomes the email field, two words become a first name and a last name, a single word becomes a first name, and a longer phrase becomes the company name. Save the new contact or company there and it's added to the case in one step.

You ran a similar case last year. The shortlist you built then is most of what you need now. From Case lets you copy investors from any other case's shortlist into this one — filtered, batch-added, with duplicate checks running the whole way.

The flow is two steps inside the tab:

1. Pick the source case. Type to search across all your firm's cases. Active and closed cases both appear — closed cases are usually what you want here, because you're reaching back into history. The current case you're on is shown but disabled; you can't copy a shortlist onto itself.
2. Browse and add. Pick a case and the sidebar shows that case's full shortlist, paginated 50 at a time with a Load more button when there's more to see. Each row shows the investor's name, their company, and a small badge with their last classification on that case — Interested, Not interested, Not contacted, Seller — so you can tell at a glance who's worth bringing across. A classification dropdown at the top of the list narrows the view: pick Interested and you'll see only the investors who said yes on the previous case.

You can add one row at a time (the same plus button as in Search) or in batches. Tick the checkboxes on the rows you want, or click Select all to grab every visible row, then click Add selected (n) — the button appears as soon as the first checkbox is on. A progress bar tracks the batch; if anything fails, the failed rows stay selected with a red in-line error so you can retry without scrolling. Investors already on the current case show up but their checkboxes are disabled, and Select all excludes them.

The third tab is the fastest way to handle a list of investors a colleague has sent you in an email or a spreadsheet. Paste the email addresses into the textarea — separated by spaces, commas, semicolons or newlines, in any combination — and click Parse email addresses.

The picker reads each email and routes it the right way:

• If the email matches a contact in your network, that contact is added to the shortlist directly. If it's already on the case, the dedup badge stops it — nothing breaks, the duplicate is just skipped.
• If it matches an existing Propstreet Network member, the picker recognises them and adds them as if you'd found them in Search.
• Brand-new emails — not in your network, not a member — become fresh draft contacts on the case. You can fill in name, company and the rest later from the contact sidebar.

When the run finishes, the picker shows a one-line summary at the top of the textarea — "Parsed 17 email addresses: 9 existing contacts, 3 existing members, 5 new contacts." — and clears the box so you can paste the next batch.

Whichever tab you used, every added prospect lands in the same place: the Prospects list on the case, ready for the next call. A few defaults the picker applies for you so you don't have to:

• Classification: Not contacted. Every prospect added through the picker starts as Not contacted — that's how the case-level search filter classification:not_contacted finds them later. Change it on the prospect row when you've had the conversation.
• Owner: you. Whoever opens the picker is the default owner of every prospect they add. If a colleague needs to take a row over, they can change the owner from the prospect row; if you're adding on someone else's behalf, change the owner before the first outreach so reports filter correctly.
• Source: Broker (you added them by hand). Investors who reached out anonymously through Propstreet Network arrive on a separate Propstreet Network tab with source Propstreet — same prospect concept, different origin, different access story (see step 7).

Close the sidebar and the prospect list updates straight away. There's no separate "save" step — every add committed the moment the green check appeared.

Five limits and an access boundary:

• You only see what you can already see. Search runs against your firm's network. Closed cases, contacts and companies belonging to other firms in Propstreet aren't searchable from here — that boundary is the same one that protects your data from them. Investors who reach out via Propstreet Network are surfaced as a duplicate badge, not as a searchable record, until you accept them onto the case.
• Batch add tops out at 200 per click. Picker chunks larger batches behind the scenes; you don't have to do anything special, but the progress bar will tick rather than jump.
• Closed and expired cases have no Add Prospects button. If you reopen a case, the button comes back.
• Bulk Add silently drops malformed lines. Anything that isn't a recognisable email address is dropped before parsing. The summary line tells you the count that made it through.
• The Agent does all of this too. Ask it in plain English — "add jane@acme.com and three more from Acme to this case", or "copy the interested investors from the Stockholm Q1 case onto this one" — and it runs the same add_prospect tool, with the same defaults (Not contacted, you as owner) and the same dedup.