Prospecting Tool

Core Functionality
Tue, 30 Sep, 2025 at 11:10 PM
Marketing Audit Reports
Wed, 1 Oct, 2025 at 1:14 AM
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 activitie...
Sun, 22 Mar, 2026 at 3:39 PM
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. The widget allows visitors to submit their business details ...
Wed, 18 Mar, 2026 at 12:43 PM
How to send Marketing Audit Report as Email/SMS to your Prospects
Marketing audit reports provide valuable insights to your prospects about their online presence, website performance, and marketing gaps. Now, you can seaml...
Sun, 16 Mar, 2025 at 9:54 AM
Create Branded Prospecting Reports Using Report Builder
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
Workflow action: Generate Marketing Audit Report
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Marketing Audit Report Generation workflow action al...
Wed, 4 Feb, 2026 at 12:52 PM