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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…
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…
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…
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…
