Powered by CRM Help Centre

Folder

Prospecting Tool

8 published articles

Articles

8

How Prospecting creates contacts in your CRM

Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized,…

›

How to find Leads for a business using Prospecting Tool

Lead Contact DetailsUsers can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including:Lead Information: For each generated prospect, users can now access vital lead details such as…

›

Prospecting Tool: Create Prospecting Widgets For Your Websites

Generate more leads directly from your website with the Prospecting Widget. This feature allows visitors to enter their business information and instantly receive valuable insights about their online presence, including listings, reviews, website performance,…

›

Prospecting Widgets Localization: Emails, Reports & Forms

Prospecting 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…

›

SEO Heatmaps in the Prospecting Tool: A Support Guide

The SEO Heatmap feature in the Prospecting Tool provides a visual representation of your prospect’s search engine rankings. This feature allows agencies and businesses to quickly understand where their website stands in search results…

›

Understanding the Grades in Your Marketing Audit Report

This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report. The aim is to offer clarity on how different performance levels are evaluated and displayed using…

›