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Prospecting Tool

Find and research new leads with the prospecting tool.

17 articles

Prospecting Tool

Enable Prospecting Access for Accounts: Complete Setup Guide

Providing controlled access to prospecting tools allows individual accounts to independently discover leads, generate reports, and manage outreach activities.

2 min read

Create and Embed a Prospecting Widget to Capture Website Leads

This article explains how to create, customize, and embed a Prospecting Widget on your website.

2 min read

Send Marketing Audit Reports to Prospects (Email, SMS & Link Guide)

Marketing audit reports provide valuable insights into a prospect’s online presence, helping you highlight opportunities and start meaningful conversations.

2 min read

Create Branded Prospecting Reports Using Report Builder

Deliver professional, branded reports that help you stand out and convert more prospects.

3 min read

Prospect Migration Guide: Move Leads to Accounts Easily

Prospect Migration allows you to move prospects into linked accounts so they can be managed more effectively with account-level tools and follow-up processes.

3 min read

Generate Marketing Audit Reports Automatically with Workflow Automation

Automatically generating Marketing Audit Reports through workflows allows you to instantly analyze every new lead’s online presence.

3 min read

Workflow trigger for 'New Prospects' in the Prospecting Tool

This guide will help you set up workflow triggers for new prospects generated through the Prospecting Tool, whether they are created directly in-app or via...

3 min read

Core Functionality

Complete Guide to the Prospecting Tool for Lead Generation

This guide explains how to use the Prospecting Tool to search for potential leads, review key business insights, view available decision-maker details, and...

3 min read

How to find Leads for your business using Prospecting Tool

The Points of Contact tab helps you quickly find decision-makers and key contacts inside a saved prospect account.

2 min read

Prospecting Widgets: Multi-Language Support & Localization Improvements

Prospecting Widgets now fully support multi-language functionality.

2 min read

How to Delete a Prospect from the Prospecting Tool

This guide explains how to permanently remove a prospect from your prospecting dashboard.

2 min read

How to Customize Your Prospect Report Layout

You can personalize the structure of your Prospect Reports by choosing which sections to include and controlling the order they appear.

3 min read

Step by Step how to generate Prospects by AI

Prospect by AI automatically delivers 2 to 3 high-quality business recommendations to your dashboard each week based on your selected niche and location.

2 min read

Prospect AI Activity Center: Monitor Agents and Results

The Prospect AI Activity Center helps you monitor how AI agents discover business prospects and perform during each execution.

7 min read

Marketing Audit Reports

Step-by-Step Guide on Customizing Audit Report Sections

You can control exactly which sections appear in your Marketing Audit Reports and define the order in which they display.

2 min read

Download and Share Marketing Audit Reports as Professional PDFs

The PDF export feature lets you download Marketing Audit Reports in a clean, professional format.

1 min read

Location Marketing Audit (LMA)

Marketing Audit Reports Made Free for Sub-Accounts

Marketing Audit Reports are now available directly inside sub-accounts at no additional cost.

2 min read