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Prospect Menu

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Check out the video(s) below for a quick walkthrough of this feature. You can also go through the article below for a more detailed explanation.

Prospecting From The Main Navigation

You can prospect businesses by clicking on the Prospect menu in the left main navigation.

1 To start prospecting, click on the ‘Prospect’ menu in the left navigation.

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2 Clicking on the ‘Prospect’ menu, will take you to the applied filters screen. By default, Location and Website will be applied.

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3 You can apply your search criteria from the left panel to zero in on those businesses that may have a higher propensity to need and buy your solutions based on the criteria you search for.

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4 Click on the ‘Find’ button at the bottom of the screen to view the prospects.

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5 Once you click on the ‘Find’ button, you will see the prospect list based on your search criteria on the New Prospects page along with the prospect count.

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6 The next time you click on the ‘Prospect’ menu, you will be presented with the last search criteria you made. From there, you can change or apply new filters.

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