Prospecting Tool

This guide explains how to use the Prospecting Tool to search for potential leads, review key business insights, view available decisionmake

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

This guide explains how to permanently remove a prospect from your prospecting dashboard. You’ll switch into the correct workspace, locate t

The Points of Contact tab helps you quickly find decisionmakers and key contacts inside a saved prospect account. It surfaces role details,

Prospecting Widgets now fully support multilanguage functionality. All systemgenerated text — including field labels, validation messages, s

Prospect by AI automatically delivers 2–3 highquality business recommendations to your dashboard each week based on your selected niche and

This article explains how to create, customize, and embed a Prospecting Widget on your website. The widget allows visitors to submit their b

Deliver professional, branded reports that help you stand out and convert more prospects. The Report Builder allows you to fully customize h

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

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

Prospect Migration allows you to move prospects into linked accounts so they can be managed more effectively with accountlevel tools and fol

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

This guide will help you set up workflow triggers for new prospects generated through the Prospecting Tool, whether they are created directl

The PDF export feature lets you download Marketing Audit Reports in a clean, professional format. This makes it easy to share insights with

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

Marketing Audit Reports are now available directly inside subaccounts at no additional cost. This feature allows you to analyze performance,