Prospecting Tool
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
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
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
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...
Sun, 5 Apr, 2026 at 12:00 AM
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
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