Favorite Prospects

Mark Prospects as Favorites

While searching for prospects, you can easily mark them as a favorite from your list by using the star next to their company name. This will add them to your “favorites” list. Once you mark them, you can filter and sort your “favorites” and add them to your account when you wish.

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.

1 To find prospects, enter a location and then a keyword, a business name, URL, or category  in the search bar. Then, press the ( )  icon to initiate the search.

2 You will see a Star icon to the right of the prospects business name.

3 Click on the Star icon to mark the prospect(s) as your favorites. When the prospect has been marked as a favorite, the star icon turn yellow. You can click on the yellow star icon again to remove the prospect(s) from the favorites list.

4 You can sort your favorite prospects by clicking on the sort drop-down menu as shown in the below image.

5 Select Favorites.

6 Selecting Favorites, will sort your chosen favorite prospects in that location and in that category with the most recent at the top.

7 Scroll down and click on the Favorite Prospects filter.

8 To view your favorite prospects, toggle the Favorite Prospects switch to right so that it turns green. This will allow you to view the number of your favorites prospects on the right panel.

Note:

You can toggle the Favorite Prospects filter to the left so it turns red, and on the right panel, you will view the number of prospects that have not been put on your favorite list.

9 To view your favorite prospects, click on the Find button, below the filter panel.

10 Clicking on the Find button, will allow you to view all of your favorite prospects in the given location and category. You can click on the Add button to add them to your account and run a full profile.

11 You can also select multiple favorite prospects by clicking on the checkbox to the left of the prospect’s business name and then clicking on the Add to Profiles button to add all selected to your account.

12 Once added to your account, these prospects will automatically be tagged as your Favorite Profiles.