When a prospect looks like a good fit, activating it adds the company to your pipeline and starts filling in the details for you. Your team gets a ready-to-work account without manual data entry.
Open the prospect details
Before you activate, it helps to take a closer look. Click any prospect card to open its detail panel.
Inside, you will see:
- Company details: industry, location, size and website.
- Discovered contacts: the people found at the company, with quick links to email or view a profile.
- Warm introductions: people in your own email network who can connect you to the company.
- Match reason: a short note on why this company is a strong fit.
Tip
A warm introduction almost always beats a cold email. Check the Warm Introductions section first and reach out through a shared connection when one exists.
Activate the prospect
- Open the prospect, either from the card or the detail panel.
- Click Activate, or Activate — Add to Pipeline in the detail panel.
- Wait a moment while the company is added and its details are filled in automatically.
- Look for the green "Activated" tag confirming the company is now in your pipeline.
Once activated, the company becomes a full account you can manage like any other, with its discovered contacts ready for outreach.
Good to know
If a company is already in your CRM, you will see an "Added" tag instead of the Activate button. Click it to jump straight to the existing account.
What happens next
After activation, Ultragent keeps working in the background to enrich the account with more company and contact details. When the contacts are ready, you can enroll them in an outreach sequence and start the conversation.
What actually happens the moment I click Activate?
The company is added to your pipeline as a full account and its details start filling in automatically. You will see a green "Activated" tag the instant it is in.
Will activating create a duplicate account?
No. Companies already in your CRM are marked clearly with an "Added" tag, so you only ever add genuinely new accounts.
Do I get the contacts when I activate?
Yes. Any contacts found for the company come across with it, and more contact details are enriched automatically right after.
Can I reach out through a shared connection instead of going cold?
Absolutely. The Warm Introductions section shows people in your own email network who can introduce you to the company, which usually gets a much warmer response.
What should I do right after activating a prospect?
Once the discovered contacts are ready, enroll them in an email sequence so your follow-up starts automatically and the conversation gets going.