Core Functionality
Core Functionality
5 articles
- Complete Guide to the Prospecting Tool for Lead GenerationThis guide explains how to use the Prospecting Tool to search for potential leads, review key business insights, view available decision-maker details, and remove prospects you no longer need. You’ll also see where optional automation settings can be configured to support follow-up. TABLE OF CONTEN
- Prospecting Widgets: Multi-Language Support & Localization ImprovementsProspecting Widgets now fully support multi-language functionality. All system-generated text — including field labels, validation messages, submit buttons, email communication, and PDF report links — automatically adapts to the user’s preferred platform language. This ensures a consistent localized
- How to Delete a Prospect from the Prospecting ToolThis guide explains how to permanently remove a prospect from your prospecting dashboard. You’ll switch into the correct workspace, locate the prospect, and confirm deletion. Deleting a prospect is irreversible and removes the prospect entry and associated data tied to that entry. TABLE OF CONTENTS
- How to Customize Your Prospect Report LayoutYou can personalize the structure of your Prospect Reports by choosing which sections to include and controlling the order they appear. This helps you present the most relevant insights first, hide sections you don’t need, and keep reports consistent across your team. You can either: - Set a defau
- Step by Step how to generate Prospects by AIProspect by AI automatically delivers 2–3 high-quality business recommendations to your dashboard each week based on your selected niche and location. Instead of manually searching for leads, the system intelligently analyzes business data and surfaces strong-fit prospects ready for outreach. Once