Prospecting Tool
20 articles
Prospecting Tool
- How to Resell and use Prospecting Tool for Sub-AccountsThe Prospecting Tool for Sub-Accounts empowers agencies to provide their sub-accounts with the ability to search for new business prospects, generate marketing audit reports, and customise prospecting efforts based on niches, location, and other preferences. This tool is particularly useful for agen
- How to send Marketing Audit Report as Email/SMS to your ProspectsMarketing audit reports provide valuable insights to your prospects about their online presence, website performance, and marketing gaps. Now, you can seamlessly send these reports via Email or SMS to engage prospects effectively. Please note this is available only at the 'Sub Account Level Prospe
- How to Customize Prospecting Report with Report BuilderWe’re excited to introduce a major upgrade to your Prospecting Reports experience: A completely redesigned Web Report UI and a powerful Report Builder that gives you total control over how your reports look and feel. This update is all about helping customers tell their brand story, create better f
- Workflow action: Generate Marketing Audit ReportTABLE OF CONTENTS - Overview - Action Name - Action Description - Action Details - Example Overview The Marketing Audit Report Generation workflow action allows you to automatically create a Marketing Audit Report for every new lead (contact) added to your sub-account. With workflow automation, you
- Enable Prospecting Access for Accounts: Complete Setup GuideProviding controlled access to prospecting tools allows individual accounts to independently discover leads, generate reports, and manage outreach activities. This feature ensures each account operates within its own dedicated workspace while maintaining centralized control over access and availabil
- Create and Embed a Prospecting Widget to Capture Website LeadsThis article explains how to create, customize, and embed a Prospecting Widget on your website. The widget allows visitors to submit their business details and instantly receive insights such as listings accuracy, reviews, website performance, SEO signals, and more. Submitted leads are automatically
- 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. You can easily share these reports via email, SMS, or a direct link to engage prospects and drive conversions. TABLE OF CONTENTS - What is Shar
- Create Branded Prospecting Reports Using Report BuilderDeliver professional, branded reports that help you stand out and convert more prospects. The Report Builder allows you to fully customize how your reports look, feel, and communicate your value—giving you control over branding, messaging, and calls-to-action. TABLE OF CONTENTS - What is the Report
- Prospect Migration Guide: Move Leads to Accounts EasilyProspect Migration allows you to move prospects into linked accounts so they can be managed more effectively with account-level tools and follow-up processes. This makes it easier to organize leads, personalize nurturing, and improve conversion efforts while keeping visibility across your overall pr
- Generate Marketing Audit Reports Automatically with Workflow AutomationAutomatically generating Marketing Audit Reports through workflows allows you to instantly analyze every new lead’s online presence. This helps you understand opportunities faster, personalize outreach, and improve conversion rates without manual effort. TABLE OF CONTENTS - What is the Marketing Aud
- Workflow trigger for 'New Prospects' in the Prospecting ToolThis 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 embedded widgets. This allows you to automate actions based on prospect details, helping you organise and engage with leads more effectively. TA
Location Marketing Audit (LMA)
- How to generate Marketing Audit Reports for existing Sub-AccountsMarketing Audit is Now Available for Sub-Accounts – For Free! We’re excited to announce that the Marketing Audit Report for all Sub-Accounts at no additional cost! Why This Matters - Track performance over time - Check improvements with clear before-and-after comparisons Feature Availability - Cu
- Marketing Audit Reports Made Free for Sub-AccountsMarketing Audit Reports are now available directly inside sub-accounts at no additional cost. This feature allows you to analyze performance, identify opportunities, and track improvements over time—without needing external tools or manual reporting. TABLE OF CONTENTS - What is the Marketing Audit R
Core Functionality
- 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
Marketing Audit Reports
- Step-by-Step Guide on Customizing Audit Report SectionsYou can control exactly which sections appear in your Marketing Audit Reports and define the order in which they display. This allows you to tailor reports to your audience, highlight key insights first, and maintain a logical presentation flow across both the web version and exported PDF. This gui
- Download and Share Marketing Audit Reports as Professional PDFsThe PDF export feature lets you download Marketing Audit Reports in a clean, professional format. This makes it easy to share insights with prospects, review findings during sales conversations, and store reports for future reference. TABLE OF CONTENTS - What This Feature Does - Exporting a PDF from