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
Send Marketing Audit Reports to Prospects (Email, SMS & Link Guide)
Marketing audit reports provide valuable insights into a prospect’s online presence, helping you highlight opportunities and start meaningful conversations....
Sat, 4 Apr, 2026 at 11:31 PM
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
Prospect Migration Guide: Move Leads to Accounts Easily
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...
Sun, 5 Apr, 2026 at 12:00 AM
Generate Marketing Audit Reports Automatically with Workflow Automation
Automatically generating Marketing Audit Reports through workflows allows you to instantly analyze every new lead’s online presence. This helps you understa...
Sat, 4 Apr, 2026 at 10:00 PM
Workflow trigger for 'New Prospects' in the Prospecting Tool
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, 14 Apr, 2026 at 5:01 AM