Prospecting Tool
Providing controlled access to prospecting tools allows individual accounts to independently discover leads, generate reports, and manage outreach activitie...
Tue, 1 Sep, 2026 at 4:31 AM
This article explains how to create, customize, and embed a Prospecting Widget on your website. The widget allows visitors to submit their business details ...
Tue, 1 Sep, 2026 at 4:33 AM
Marketing audit reports provide valuable insights into a prospect’s online presence, helping you highlight opportunities and start meaningful conversations....
Tue, 1 Sep, 2026 at 4:34 AM
Deliver professional, branded reports that help you stand out and convert more prospects. The Report Builder allows you to fully customize how your reports ...
Sun, 22 Mar, 2026 at 4:17 PM
Prospect Migration allows you to move prospects into linked accounts so they can be managed more effectively with account-level tools and follow-up process...
Tue, 1 Sep, 2026 at 4:37 AM
Automatically generating Marketing Audit Reports through workflows allows you to instantly analyze every new lead’s online presence. This helps you understa...
Tue, 1 Sep, 2026 at 4:38 AM
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 ...
Tue, 1 Sep, 2026 at 4:39 AM