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16 published articles
This 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…
This 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…
Deliver 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,…
The 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…
Providing 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…
Automatically 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 CONTENTSWhat…
You 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…
This 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…
The Points of Contact tab helps you quickly find decision-makers and key contacts inside a saved prospect account. It surfaces role details, location, and available contact methods so you can personalize outreach and avoid…
Marketing 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…
Prospect 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…
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…
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…
Prospect 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…
You 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…
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 embedded widgets. This allows you to automate actions based…
