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Add a buyer

Click + Add Buyer from the sidebar or the Workbench. You get three ways in, pick the tab at the top:

  • Form: fill the fields yourself.
  • CSV Import: upload a list from your CRM. See Import a CRM CSV.
  • Quick Paste: paste raw text (an email signature, a LinkedIn About section) and Pitch Genius extracts the fields for you.

On the Form tab:

  1. Paste a LinkedIn URL or email at the top, it fills the matching fields below.
  2. Enter the Opportunity name and pick the Current CRM stage, both required.
  3. Fill in the buyer's name, title, company, email, and LinkedIn URL if you have them.
  4. Open Add deal details (optional) for anything extra.

Add Buyer form

Next: import a CRM CSV.